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CBoulay
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Member since ‎Jan 14, 2022
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Celine Boulay

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CBoulay on January 14, 2022
Search activities: ability to search Meetings Team Notes
The "search activities" option allows to search according to the following options. When we have a client's meeting, we add our meeting notes under "Team notes". We don't use the attendee description as it triggers an email to the client. read more
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