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Leo O'Connor Jr

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  1. 25 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 
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    Leo O'Connor Jr commented  · 

    Your family group now means dependents, it might be nice to put in basic info on relatives that are not dependents and you don't want to make separate contacts for (that would have to be relabeled or deleted when the client left). A family tree spot wouldn't be bad.

  2. 30 votes
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  3. 1 vote
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  4. 12 votes
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  5. 6 votes
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  6. 6 votes
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  7. 10 votes
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  8. 14 votes
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  9. 14 votes
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  10. 108 votes
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  11. 6 votes
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  12. 111 votes
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    Leo O'Connor Jr supported this idea  · 
  13. 18 votes
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  14. 101 votes
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  15. 12 votes
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  16. 16 votes
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  17. 15 votes
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  18. 27 votes
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  19. 37 votes
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  20. 97 votes
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