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Accounts – Legal
PostedOctober 2, 2024
UpdatedFebruary 6, 2025
Path: Account->Legal
The legal section is divided into 2 parts;
Legal Appointments are used to record the details of a legal appointment.
Legal Notes are used for notes regarding legal proceedings.
The ‘Permissions’, ‘Status’ ‘Type’, and attachments work in a similar way to the items Phone/Notes/PTPs.
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