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Lost Date on Client Details

Amy Roe

March 09, 2021 18:18

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add a date box on the Client Details page for the Lost Date

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  Michelle Harris March 10, 2021 08:21

  Hi Amy

  This field can be found on the Gain Loss details page. When the client is marked as Lost the page changes to Loss details and the Loss date is populated with the date that the client is marked as Lost. This can be updated as required.

  Thanks

  Michelle