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Managing Clients

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Managing Clients (29)

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

Modified on Sat, 21 Jun, 2025 at 11:35 AM
Client’s Preferred Language

Modified on Thu, 14 Aug, 2025 at 9:09 AM
Contact Permissions

Modified on Mon, 16 Mar at 11:08 AM
Marking a Staff Member as Preferred on a Client Profile

Modified on Thu, 15 Jan at 10:50 AM
Marking a Client as Tax Exempt on Client Profile

Modified on Wed, 6 Aug, 2025 at 12:55 PM
Creating and Applying Client Labels

Modified on Mon, 14 Jul, 2025 at 10:34 AM
Importing Client Labels

Modified on Wed, 27 Aug, 2025 at 3:13 PM
Deleting Client Labels

Modified on Mon, 14 Jul, 2025 at 10:38 AM
Add Image to Client Profile

Modified on Mon, 11 Aug, 2025 at 10:52 AM
Client Notes

Modified on Tue, 27 Jan at 8:44 AM

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