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1. client profile sharing between advisor databases

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Thomas May shared this idea  ·  May 21, 2025

2. Search in multiple databases

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Thomas May supported this idea  ·  May 21, 2025