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1.Client Intentions Last Contact
Posted by aholmes on 10/8/2015 2:53:00 PM
I looked under the Help tab but could not find what I was looking for. I am curious as to where the client intentions last contact can be found and how to edit that. I did not know if this was something we added or was automatically done for us. I am trying to make sure we have everything correct in our system. Thank you for all of your help.
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