E-Broker 5.0 Help

Proposal Notes

Proposal Notes

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Proposal Notes

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Not sure if anybody uses the Proposal Notes - things on a proposal are generally more task orientated. However the functionality is there if you need it.

Proposal Notes

1.Click on the Notes tab, select the Note Type and enter the details under the Notes expansion field. If it is a short note, you can just type it in the box without expanding

 

See Also: Policy Event History