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1. KYC

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   ETStumpf shared this idea  ·  May 23, 2022

2. Additional/ Customizable Fields in the KYC Financials Tab

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   ETStumpf shared this idea  ·  May 23, 2022