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Ideas Hub: Reporting

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Have a report that shows possible duplicate clients

9 votes

Paige Pique shared this idea · Oct 7, 2025 · Report… · Admin →

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Amber Rodgers commented · December 30, 2025 7:12 AM · Report

This was a NIGHTMARE. The amount of time I spent after our merger running client reports through google sheets to find duplicates was unreal.

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