Settings and activity
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19 votes
An error occurred while saving the comment Caitlin Cluck supported this idea · -
12 votesCaitlin Cluck supported this idea ·
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149 votesCaitlin Cluck supported this idea ·
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We have this need as well. We use the notes field to capture this but then we also have fund advisors who need to actually put a note in. It would be nice to have an EIN specific section and then a notes section for additional information.