Wealthbox has a “note versioning” feature which allows you to see who, when and what edits were made to notes. You can click on the note to see these edits:
Written by Team Wealthbox
Updated over a week ago
Did this answer your question?
Wealthbox has a “note versioning” feature which allows you to see who, when and what edits were made to notes. You can click on the note to see these edits: