Dashboard Card: Client Life Events
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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