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  1. Practifi Success
  2. Practifi
  3. Record Management

Record Management

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  • Managing Contact Details
  • Using the Actions Menu
  • Understanding and Using Topics and Definitions
  • Using the Noticeboard
  • Understanding and Using Active Forms
  • Managing Reference Documents
  • Adding and Managing Files
  • Understanding and Using Address Sync Settings
  • Using Servicing Teams
  • Understanding Influence
  • Managing Influence

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