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Have the account screen only display fields that are relevant to the type of account it is . . .

Have the account screen only display fields that are relevant to the type of account it is . . .

For example, don't show fields that pertain to life insurance if it is an investment account and don't show investment account fields if it is a life insurance policy.

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Michael shared this idea  ·   ·  Report…  ·  Admin →
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Redtail CRM: Accounts

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