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Create stored advisor note when note is added

Create stored advisor note when note is added

Your advisors' notes don't reach the central client record, creating gaps and delayed follow-ups. This logs each advisor note to a central store so coordinators get full context same day.

Create stored advisor note when note is added

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Overview

When advisor notes don't flow to your central records, follow-ups become blind and coordinators waste time. This flow captures each note and pushes it into a central store so your team has full client context available the same day for faster handoffs and cleaner reporting.

Create stored advisor note when note is added