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Buttons to trigger automations / actions within the UI
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Status
Completed
Category
Automations
Author
All Categories
Addons / Integrations
Audit
Automations
Branding
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Contacts (Clients / Prospects / Employees / Introducers)
EDI
Conversations
Custom Fields
Dashboard
Document Builder
Documents (File System)
Factfinds
Formbuilder
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Plannr Standard Templates
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Plans - Transactions
Plans - Valuations
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Settings
Settings - My Profile
Signature Request
Tags
Tasks
Time Tracking
Workflow