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Hope D Wesolowski

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Assets and Liabilities

    6 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Hope D Wesolowski shared this idea  · 

  2. Create a Client Review at the Household Level

    160 votes
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    10 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Contact Personal Profile

    3 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Hope D Wesolowski shared this idea  · 

Feedback and Knowledge Base

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