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1. Link Documents to Templates

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   1 comment  ·  Redtail CRM » Templates  ·  Delete…  ·  Admin →
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   Miranda Goodpaster commented  ·  May 27, 2021  ·  Delete…

   It would be so convenient if we had the ability to attach a document automatically to certain activity templates. Please consider this!

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   Miranda Goodpaster supported this idea  ·  May 27, 2021