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It would be really good if Firefish could...

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Ability to upload a document under 'benefits' tab on clients

Most clients send a document of benefits and it's time consuming copying each bit into the relevant boxes - would be handy to have a clear place to store the benefits document. Would be amazing if the system can use that document to populate the 'benefits' boxes

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Emily Perry shared this idea  ·   ·  Report…  ·  Admin →
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Firefish Customer Ideas: CRM

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