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1. Add Contacts by Employer Report option

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Megan McCardle shared this idea  ·  Feb 23, 2024

2. Office 365 links to documents

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Megan McCardle supported this idea  ·  Dec 21, 2023

3. Contact & Activity data privacy chances during Retreiver Sync

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Megan McCardle shared this idea  ·  Dec 21, 2023