A client’s data may change occasionally. If you want, Animana can automatically mention changes on a client’s address, bank account number, and/or phone number. Every time you make a change to one of these data fields, Animana will create a note in the client file to mention the changed data.
Before you start
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Contact our Customer Support team to enable notes on changes.
What do the notes on change look like?
| Changed address |  |
| Changed bank account number |  |
| Changed phone number |  |