loricpa100
Level 4

I have been lax and do not have salutations, emails and phone numbers in the client info for the majority of my clients.  Does anyone have tips for a quick and easy way to populate?  Or do I have to open each client and then copy and paste each email and phone number (sigh). Something to do with eggnog I guess.  Fingers crossed an easier way.  And no, I do not use IPM.  thanks!

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