What category should i use for adding policy details?
Can anyone suggest which is the best category for entering Insurance policy details?
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Hi @moisty,
You can use whichever category you want. But Secure Notes probably make the most sense:
AgileBits Blog | Secure all the things in Secure Notes
Membership may also be appropriate, but I think you'll find Secure Notes to be the most flexible.
Thanks!
Ben
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