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Comment Field - Tag additional people
under review
J
John Munley
Have the ability to tag additional clients in the comment portion of client card (similar to Redtail)
January 29, 2021
H
Hannah Dabbs Mendoza
I agree! I am often only creating one workflow for a husband/wife but I want to make the comments into both of their RT contacts.
·
April 7, 2021
·
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Ron Gorodetsky
marked this post as
under review
·
February 22, 2021
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