loricpa100
Level 4
11-28-2021
05:41 PM
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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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