while updating emails to file notes via plug in (outlook) is there any way we could file to both instead of default client, so that i could access in both
When I search for the client to file the e-mail to, I always select the client and the spouse/partner to file against. That way it should show up under ‘both’ in notes.
Dip FP, JP Qual
PO Box 1126
Carindale Qld 4152
Ph: 07 3390 7714
Fax: 07 3390 7724
thanks Narelle appreciate your time
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