Topic Tag: PPAK Notes Flag

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    • Business Field PPAK – Red Flag Option Hello, We use the system primarily for residential clients and anyone in the business understands that (a luckily small) portion of clients can be quite troublesome. We love the ability to tag internal client notes thru the Business > More tab, ...

      Started by: Ryan in: User Suggestions

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    • 3 years ago

      Laura Copp

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