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  1. 460 votes
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  2. 57 votes
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  3. 36 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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  4. 82 votes
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  5. 41 votes
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  6. 100 votes
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  7. 32 votes
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  8. 137 votes
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  9. 456 votes
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  10. 31 votes
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  11. 480 votes
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  12. 756 votes
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  13. 33 votes
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    Anonymous commented  · 

    When printing the confidential personal profile for business or trust little to NO information shows on the report. The report should have the Business name, address, phone number and the list of contacts that are with that company.
    We find the report to most helpful with annual review to assure out information is up to date. The cookie cuter profile does not work for all client.

    Anonymous supported this idea  · 
  14. 1,918 votes
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  15. 1,712 votes
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  16. 142 votes
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  17. 47 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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  18. 359 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    I have to agree with Blane, to have to two programs link in that way would be a great feature!

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