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Kelly Morrow

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  1. 27 votes

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  2. 11 votes

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  3. 53 votes

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    Kelly Morrow commented  · 

    Please change how the Contact Network feature automatically sends ALL paperwork once you click Add Contact. This is confusing to clients and requires us to immediately call the client and tell them to disregard the additional forms. Please allow us to only choose select forms when a Contact Network is set up.

    Kelly Morrow supported this idea  · 

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