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  1. 269 votes

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    under review  ·  50 comments  ·  Command » Settings  ·  Admin →
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    Carolyn Czarnik supported this idea  · 
  2. 186 votes

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    Carolyn Czarnik commented  · 

    We have several different agent splits so this is very necessary.

    Carolyn Czarnik supported this idea  · 
  3. 83 votes

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    Carolyn Czarnik supported this idea  · 
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    Carolyn Czarnik commented  · 

    Would like to give agents the option to search by the Tax ID/EIN number when entering outside referral info.