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Matt Christy

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  1. Clone account

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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Matt Christy commented  · 

    Hi, I agree that this is absolutely necessary. We have some Insurance Products in our CRM and it would be useful to be able to "Renew"/"Copy"/"Clone" the Account so that we can keep a list of expired Account's Data without having to create an entirely new account each year.

    Matt Christy supported this idea  · 

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