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birthday reminder
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Keap/Infusionsoft direct integration
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Notes by Contact report · Received
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Beneficiary report
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Reg BI
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smartworks
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opportunity filter · Received
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Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info · Received
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Add Country as an Option for Reports and Custom Reports · Received
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Spouse address doesn't meet quicklist criteria
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eFile Cabinet · Received
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Drivers license info feed into Laser App · Received
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SHOW BENEFICIARY INFO IN CUSTOM REPORTS · Reviewed
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WordPress integration
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Transparency with Redtail Integrations
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RightCapital
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contact page layout
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Cognito Forms · Received
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Create an export that includes AssetID's
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Add Start Date to Workflow Report