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  1. 142 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Excellent Idea. using preciseFP?

  2. 74 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    The contact zap only creates a NEW contact. This junks up the database and adds work to combine dup's which defeats the whole point of integration. All your review appointments do not get attached to the client record. this could be the single MOST useful integration for advisors who want to create efficient processes.

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