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How can we improve Redtail Technology's CRM?

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Link existing document to an activity or note.

We can currently link a document from our computer to an activity or note and it gets uploaded to Documents on CRM. It would be great if we can link a document ALREADY in the CRM to an activity or note without duplicating it on the CRM.

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  • Vicki Cantor commented  ·   ·  Report

    Also link a document to an account number

Redtail CRM: Documents

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