Ability to search Notes on Billing file

We need the ability to run a report on Billing "Notes" or be able to search by note type. I put a note on a student file to indicate that they have a 529, now I can't remember which student. In order to track that I would have to keep a seperate list of 529, instead of easily searching my "Notes."

  • Dawn Alonso
  • Jun 9 2022
  • Shipped
Employee Name Dawn Alonso
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