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Recommended
Mark C.
Financial Services, 11-50 employees
Used daily for 2+ years
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Ease of use, online version allow access from many devices
Some areas require additional time to learn
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Investment Management, 501-1,000 employees
Used daily for 1-2 years
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Great.. Once setup property eat to use
Ability to save outlook emails into this system for future reference. Ability to add different fields. Ie meeting schedule preference.. Accountant info.
Adding fields is a bit complicated.. So many steps can't recall it.