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Matthew Brown

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  1. Add option for hiding closed accounts.

    36 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Matthew Brown commented  · 

    It would be incredibly helpful if there's a setting that allows you to suppress the closed account section, instead of having to manually do it yourself every time.

    Makes things more difficult if there's a client with an extensive relationship and has numerous open and closed accounts. Please fix.

    Matthew Brown supported this idea  · 

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