Dashboard Card: Past Due Actions by Employee

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• Version 6.8.0

  Release Date: 6/23/2023 New Features and Enhancements Users with the New Record View enabled can now see the new style summary cards and Reminders from the toolbar of an open Action, Opportunity, Insurance, or Asset. Dashboards Visualization Cards ...

• Version 7.1.0

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• Reassigning Actions in Mass

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• An Employee Leaves the Firm

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