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Paycircle Ideas Portal
Categories Notes and Tasks
Created by Stacey Hicks
Created on Oct 30, 2024

Being able to set recurring notes without having to have workflow turned on for clients

We would like to add recurring notes to clients about legislation changes so they appear in the clients notes area every month until removed. Specific example information about upcoming BIKs, Christmas Closure Dates etc

Describe the Challenge Recurring notes that will act as reminders for clients
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