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  1. 385 votes

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    Debra Anderson supported this idea  · 
  2. 3 votes

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    Hi team, we're currently working on an update to the History & notes report that will allow users with the Adviser role in an organisation the ability to view the account when there has been a change to the Name or Type of the account from the report, without having to click into the line item.

    I'll return to share once this has been released.

    Debra Anderson shared this idea  ·