Back Home > Advisor View > Accounts, Groups & Households > Notes > Learn More About Notes on the Accounts Page
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Learn More About Notes on the Accounts Page
Overview of Notes in Advisor View
Learn about the different types of notes you can add to accounts, account and meeting notes. Find out how notes can benefit your workflows and how to review historical notes in accounts.
Learn how to create different kinds of notes, including account notes and meeting notes. You can also learn more about editing and deleting notes if you have permission to do so.