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  1. Practice Manager | Client Report - Include primary contact

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    submitted  ·  17 comments  ·  Practice tools  ·  Admin →
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    Alicia Smith commented  · 

    This feature is absolutely crucial for firms that send out targeted newsletters and other comms to clients. Some clients can have 10 different contacts but very rarely would all 10 need to receive an email. Being able to report on primary contacts is a must!

    Alicia Smith supported this idea  ·