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About Notes on Registrant Profile

About Notes on Registrant Profile

Use the Notes function to include additional details about a Registrant (besides contact information, sales details, and answers to questions) and/or your interactions with them. When adding history, use the Copy to Notes function to add the history details to the Notes section as well as the History section.

The most recent three notes are prominently displayed on the Registrant Profile. Click More or Less to expand or collapse the number of notes showing.

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