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Know your client-Review

I have a workflow for Client Review and also started using the Client Review reminder in KYC. I need to have the automated workflow link to the KYC reminder or I have two reminders. Please allow automation from KYC triggers.

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Anna Dujan shared this idea  ·   ·  Report…  ·  Admin →
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Redtail CRM: Know Your Client

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Feedback and Knowledge Base

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