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John Wisenbaker

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  1. Family/Membership Custom Option

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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    John Wisenbaker commented  · 

    I'd really love to see a membership quicklink in the Family Name/Family Tree so I can easily find where a client originates from. I lose track of who's related to whom after the kids grow older and we don't hear from them in a while.

    John Wisenbaker supported this idea  ·