A: Client Options and Setup

Options & Setup

A: Client Options & Setup

Article Index
A: Client Options and Setup
Address Details
Multiple Address Types
Client Phone Numbers
Client Categories
Configure Client Category
Client Accounting Info
Configure Client Acount Types
Bank / Credit Card Details
Credit Card List
Spare Text, Dates and Numbers
Marketing Schemes
Formatted Name & Address
All Pages

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Options A: Client Options and Setup

Use this section to setup options associated with the Client Screen.

You can mouse-over for specific help and more detailed assistance is available when you select the topic.

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