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Managing Clients

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Managing Clients (27)

Marking a Client as Tax Exempt on Client Profile

Modified on Sat, 21 Jun at 11:31 AM
Merging Clients

Modified on Sat, 21 Jun at 11:30 AM
Deleting Clients

Modified on Sat, 21 Jun at 11:48 AM
Creating and Applying Client Labels

Modified on Thu, 19 Jun at 8:23 AM
Importing Client Labels

Modified on Thu, 19 Jun at 8:31 AM
Deleting Client Labels

Modified on Thu, 19 Jun at 8:33 AM
Add Image to Client Profile

Modified on Thu, 19 Jun at 8:47 AM
Client Notes

Modified on Thu, 19 Jun at 9:14 AM
Viewing Client History

Modified on Sat, 21 Jun at 1:32 PM
Editing Client Records

Modified on Thu, 19 Jun at 9:41 AM

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