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Nate Starkey

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  1. Add client description field

    13 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Nate Starkey commented  · 

    High Recommend this feature so that when clients call in/walk in, are team can view a brief personal description of the client (what they like, stories, notes, important info, etc.)

    Nate Starkey supported this idea  · 

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