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Managing Clients

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Managing Clients (27)

Updating Client's Preferred Locations via CSV Files (Ingest Data)

Modified on Sat, 21 Jun at 11:35 AM
Client’s Preferred Language

Modified on Thu, 14 Aug at 9:09 AM
Contact Permissions

Modified on Thu, 28 Aug at 10:16 AM
Marking a Staff Member as Preferred on a Client Profile

Modified on Fri, 26 Sep at 2:41 PM
Marking a Client as Tax Exempt on Client Profile

Modified on Wed, 6 Aug at 12:55 PM
Creating and Applying Client Labels

Modified on Mon, 14 Jul at 10:34 AM
Importing Client Labels

Modified on Wed, 27 Aug at 3:13 PM
Deleting Client Labels

Modified on Mon, 14 Jul at 10:38 AM
Add Image to Client Profile

Modified on Mon, 11 Aug at 10:52 AM
Client Notes

Modified on Thu, 19 Jun at 9:14 AM

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