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1. I would love hidden workflow templates

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Elizabeth Reed supported this idea  ·  Mar 11, 2025

2. Add Capability to Add Documents to Activity Templates

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   0 comments  ·  Redtail CRM » Templates  ·  Delete…  ·  Admin →
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   Elizabeth Reed supported this idea  ·  Mar 11, 2025

3. Add Suffix to "Full Name" Field when running reports

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Elizabeth Reed shared this idea  ·  Mar 11, 2025