Dashboard Card: Client Life Events

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• Dashboard Card: Client Life Stages

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• Version 6.4.0

  Release Date: 3/1/2023 New Features and Enhancements Quick Create: a new button available almost everywhere in the system to quickly add workflows, records, or opportunities. Keyboard Shortcuts: In conjunction with Quick Create, the features ...

• Dashboard Card: Client Demographics

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• Dashboard Card: Upcoming Client Reviews

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• Dashboard Card: Client Retention Rate

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