Give a check box option to make an action note also

Give a check box option to make an action note also become an account note.

There are times when the information I get on a phone call is something I'd like to have as a lingering account note. Yes, I want to document the call, but I'd also like to be able to see that note in the Notes section later.

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Sep 25 2020

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Give a check box option to make an action note also become an account note.

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