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Former Member

Appointment Report "Topics Discussed"

Dear All,

I am busy with the report templates... I am trying (desperately) to add my custom fields to a report, but that's a different story.

Having opened the Summary Report for an appointment in Adobe Lifecyle I saw a box:

Topics Discussed, with a table of category, client interest, notes and discussed.

Where would this come from? It looks like just what we need for our customer visits, at the moment we are using the regular appointments with some custom fields.

Any hint?

Kind regards,

Nils

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