Impress Your Clients by Remembering K

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Save critical information you need to remember about a client right on the main Contact Detail view in the Important Notes field. For example, if your client recently had a baby and you want to mention it on your next call, keep this information in the Important Notes field so it is in full view.
You can also react appropriately to an unscheduled client or prospect call with the Advanced Lookup function. Easily perform lookups and searches and quickly have all the information you need. And you can even customize financial-specific tabs and fields as well as reports and
templates to meet your specific business requirements.2