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How can we improve Redtail Technology's CRM?

← Redtail CRM

Under Misc Client Info

We would like to be able to add to this category- we would like to have another option called - Medicare ID Number

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Linda Doire shared this idea  ·   ·  Report…  ·  Admin →
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  • Anonymous commented  ·   ·  Report

    We enter this under UDFs and it works for us

Redtail CRM: Contact Record

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