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2 results found

  1. General request for integrrations.

    9 votes
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    1 comment  ·  Redtail CRM » Other  ·  Admin →
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    Anonymous commented  · 

    the valuation dates that come into NaviPlan are incorrect . Can someone look at this and see if the errors can be corrected ?

  2. Cost Basis Reporting

    26 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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