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  1. 14 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous shared this idea  · 
  2. 57 votes
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  3. 297 votes
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    Anonymous commented  · 

    It would be nice to see the Beneficiary Report include the tax qualified type since this information is already in the system. Or the registration.

    Anonymous supported this idea  · 

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