Notes

When creating a client project from a client template… - If this is the first project created from this client template, we copy ALL notes from the client template (unless they are expired). - If this is NOT the first project created from this client template, we copy notes from the last project (by PED) created from this client template using the following “note rollover flag” criteria: - Notes flagged as Permanent get copied. - Notes flagged as Current & Next Period get copied. - On the new...