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Managing Clients

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Managing Clients (26)

Adding Clients Manually

Modified on Fri, 23 May at 11:20 AM
Importing Clients

Modified on Fri, 23 May at 11:34 AM
Client’s Preferred Language

Modified on Thu, 22 May at 1:46 PM
Client Preferred Location

Modified on Thu, 22 May at 2:05 PM
Client Associated Locations

Modified on Fri, 23 May at 8:30 AM
Edit Clients' Associated Locations

Modified on Fri, 23 May at 11:49 AM
Updating Client's Preferred Locations via CSV Files (Ingest Data)

Modified on Wed, 21 May at 10:19 AM
Marking a Staff Member as Preferred on a Client Profile

Modified on Wed, 7 May at 10:02 AM
Marking a Client as Tax Exempt on Client Profile

Modified on Thu, 22 May at 11:19 AM
Contact Permissions

Modified on Thu, 15 May at 11:50 AM

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