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Managing Clients
Managing Clients
Learn what it takes to create, edit and search for you clients.
Data Entry
Entering specific gift descriptions for pick lists
Entering address details for pick lists
Entering beneficiary or appointee details for pick lists
Creating data entry pick-lists
General
Amending details of an existing client
Creating a client from a spouse/partner record
Creating a new client
Finding a Client
What is the Client Management binder?
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