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1. To do list

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   9 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Scott Bass supported this idea  ·  Jan 28, 2021
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   Scott Bass commented  ·  Jan 28, 2021  ·  Delete…

   I agree with the comments above. I have to use Outlook task to keep a running To Do list and it would be better if I could link to specific clients in Redtail.

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