A client’s data may change occasionally. If you want, Animana can automatically mention changes on a client’s address, bank account number, email address 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
What do the notes on change look like?
|Changed bank account number||
|Changed phone number||
|Changed email address||