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  1. 343 votes
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    26 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
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  2. 5 votes
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    0 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 56 votes
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    3 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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    Anonymous commented  · 

    Confidential Personal Profile should include every detail from the contacts "Contact Card" and "Contact Details", including "Date of Death" and "Termination Date".

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  4. 338 votes
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    25 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  5. 21 votes
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    0 comments  ·  CRM » Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  6. 11 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. 162 votes
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    19 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
  8. 335 votes
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    24 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. 7 votes
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    0 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
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  10. 423 votes
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    30 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1,102 votes
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    61 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  12. 24 votes
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    3 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  13. 420 votes
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    19 comments  ·  CRM » Family  ·  Flag idea as inappropriate…  ·  Admin →
  14. 24 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. 55 votes
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    3 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
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  16. 1 vote
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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  17. 9 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 353 votes
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    17 comments  ·  Redtail Imaging » Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →
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  19. 127 votes
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    10 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
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  20. 843 votes
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    83 comments  ·  CRM » Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
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