Copy payment plan notes to designated section in Filevine when new event occurs
Copy payment plan notes to designated section in Filevine when new event occurs
Capture payment plan notes in Filevine when a new event occurs. Filter for specific conditions to ensure relevant data is recorded, enhancing accessibility and consistency for better project management.
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Capture payment plan notes in Filevine when a new event occurs. Filter for specific conditions to ensure relevant data is recorded, enhancing accessibility and consistency for better project management.