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  1. Arken.legal
  2. 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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