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Update and split oversized client case notes on deals

Update and split oversized client case notes on deals

You get client messages that overflow CRM note fields and fragment case history. It consolidates them into updated deal notes so client records stay complete before review.

Update and split oversized client case notes on deals

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Overview

Unmerged client messages create fragmented case history and slow down preparation. This flow consolidates incoming fragments into deal notes and automatically creates a new note when size limits are hit, so your client records are complete and review-ready within minutes.

Update and split oversized client case notes on deals