Account Structured Note: Difference between revisions
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==Using the Account Structured Note== | ==Using the Account Structured Note== | ||
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Revision as of 12:01, 20 August 2014
Introduction
A Structured Note is basically a way to easily store custom data. You can create a Structured Note containing any data you want in whatever data entry sections you need, and you can save it as a template to reuse again and again. You can even have multiple Structured Note sections applied to each Account.