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1. Custom Merge Tags for SmartPlans

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   under review  ·  6 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Jarid Sinanan commented  ·  Apr 25, 2025  ·  Edit…  ·  Delete…

   Would love to be able to create custom merge tags that links to custom fields in a client contact.

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   Jarid Sinanan supported this idea  ·  Apr 25, 2025