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Andrew

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  1. Make Past Due & next 30 days... More than 30 days.

    31 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Andrew commented  · 

    It should be a no-brainer that 30 days should be extended at minimum to 45 days to accommodate for visibility of Tax loss harvesting activities.

    Andrew supported this idea  · 

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