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Orion in Documents

would like to be able to download reports directly into an Orion oriented documents area.

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Michael Garcia shared this idea  ·   ·  Report…  ·  Admin →
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  • Frank Gavidia commented  ·   ·  Report

    This would a helpful feature to have a direct download of documents such as performance reports and invoices directly into the household from the same household in Orion.

Redtail CRM: Documents

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