How to Navigate the Client Inquiry Screen-Initial Tab
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The Client Inquiries (Client) list page displays inquiries specific to the selected client in the Client Search box. For information on this list page see: Client Inquiries (Client) List Page […]
How to Create a Client Through an Inquiry
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Select the “Link/Create Client” button. This will bring up the client search window, with a few extra buttons at the bottom. You must search by name by clicking the “Broad […]