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  1. 841 votes
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    Anonymous commented  · 

    Would love to see this happen sooner than later!

  2. 30 votes
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    Anonymous commented  · 

    Since the new Outlook Sync feature works off of tag groups, it would be nice to have the ability to create a tag group for say John Doe's clients, once that client record is assigned to John Doe as the servicing advisor, the tag group would then automatically add said client so that his contact information then seamlessly transfers into Outlook.

    Anonymous supported this idea  · 

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