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Tyler Ozanne

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  1. Linked Notes - Notify User and Copy to Another Contact

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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tyler Ozanne commented  · 

    Adding a note should have the same features for linking multiple contacts, accounts, etc. as the Adding an activity screen has. Notes for a family of more than two is impossible - e.g. Notes for a child's UTMA account cannot be linked easily to the account, both parents, and the child.

    Tyler Ozanne supported this idea  · 

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