Add Notes to Individual Document Lines
When we are doing Compliance for Opportunities, sometimes I have had the need to put a little 1 or 2 line note on a document line item, that can be seen and accessed quckly by MCA/Compliance staff.
For example, "signed warranty in with closing docs" could easily be added to the Home Warranty document line item and easily seen and read.
Is there a way to add that feature? I think it would save us some time searching, or going back through the comments, to figure out what is what.
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