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How to Tackle Database Clean Up [34:58]

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With a New Year upon us, it's a great time to make sure our database is clean. Maintaining clean data is pivotal to an effective Redtail CRM, because we are only as good as the data we rely upon to run our business. 

Topics Covered: 
Advanced Search / Bulk Actions 
Custom Exports
Reports
Personal Profile Form 

Documentation on the topics covered in this video:

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