Justin Baden

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1. Duplicate Contact Report - Middle Initials

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Justin Baden commented  ·  Mar 13, 2026  ·  Delete…

   Super critical, should have been implemented Day 1. Additionally, duplicate contacts can be weeded out using DOB and SSN, all information that are also supposed to be put into a contact record on Day 1...

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   Justin Baden supported this idea  ·  Mar 13, 2026