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Control custom-field Autofill

Choose which household types Autofill runs for. Clear the prompt and save to stop future fills while preserving existing values.

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Move businesses between books

Move selected businesses and their history to another book in your company. Linked contacts stay in their existing books.

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Count labeled notes as touchpoints

Choose which note labels count toward engagement. Other contacts also have a Last touchpoint column and filter.

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Share meetings with multiple recipients

Review suggested external attendees, add other recipients, and create a separate link for each person.

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Keep project answers when inputs change

Deleted milestone inputs retain their answers and files under Removed inputs. If a teammate advances a milestone, save your responses before reviewing the current step.

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Personalize record names and bulk email

Use preferred-name variables when renaming households. Bulk email separates recipient details from household-only placeholders.

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Select report rows before bulk actions

Choose which clients or prospects receive a bulk action from report results. Selection supports up to 500 records.

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Reuse RingCentral authorization

Connect another book in the same company using an account you already authorized. Re-authentication updates the shared login across connected books.

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Understand import and custodian results

Redtail referred-by values can link to an unambiguous existing record. Custodian guidance explains Updates unavailable and incomplete Pershing pricing.

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Continue earlier chat work and recover email drafts

Ask Book chat follow-ups about earlier files in the same conversation. Reopen a failed email with Retry and reconnect its sending inbox when needed.

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Review permissions and calculated form answers

Manage reporting connections permission controls Black Diamond links. Calculated form answers are read-only, and mapped decimal risk scores round to whole numbers. The command palette groups people separately from their parent household or other contact.