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Halee Klopfenstein's Avatar

Halee Klopfenstein

Joined Aug 08, 2024

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Last activity Aug 08, 2024

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Latest activity by Halee Klopfenstein

Halee Klopfenstein commented,

CommentTicket basics

We are trying to use “Last Visit Summary” as a Widget. We need this to see where our accounts are at after visiting with them. We cannot find ANYWHERE to add notes into the “Last Visit Summary” but its listed as a Smart List Template. Any suggestions?? Please help.

View comment · Posted Aug 08, 2024 · Halee Klopfenstein

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