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Client Note Notification Is Now Out

Effective today, December 6th, 2021, the client note notification is now available. This can be found in the CRA preferences under Alerts. If this alert is enabled, whenever a client adds a note or an attachment to a report, an email will be sent to the configured email address. If there is no address, it will go to assignee, if none, then to the CRA contact email. 

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Click here for more information on CRA preference alerts

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