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February 2022 product release video - Client search capabilities

February 2022 product release video - Client search capabilities

Published Date February 9, 2022

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March 2022 product release video - Visit form linkages
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July 2021 product release video

Starting with this release, you will be able to design and upload your own custom templates to use when exporting a new batch of client documents from the Client Charts tab. You can also now include a

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