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1. Show Workflows and Activities in the Client's Note Section

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Michael Schellinger supported this idea  ·  April 04, 2023

2. Modal Premium/investment frequency- please add a single pay or 1 time.

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Michael Schellinger shared this idea  ·  October 20, 2022