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This action is to open the Update Account form popup where you can adjust information of the customer (Similar to https://contemi.atlassian.net/wiki/spaces/SHC/pages/1756299312/Account+List#Edit- Edit Account).

Create Note

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This action allows you to directly create a note for the currently viewing customer (Similar to https://contemi.atlassian.net/l/c/DvtejLP0), so you don’t need to select the “Related Records” in the form.

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