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1. Bulk update Know Your Client fields

   13 votes

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   2 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 14, 2020

2. "significant other, fiancee

   56 votes

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   2 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 14, 2020