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Shortcuts Classroom: Client Management – Basics

Do you have duplicate customers in your system? If you want to merge those clients into one, this class is for you! In this classroom session, we will cover the proper steps to use a feature called ‘Merge,’ clever right? We will cover what information is carried over and how to prevent important details from being lost.

Shortcuts Client Management – Basics

  • How to record history notes
  • How to add demographic data for clients
  • How to find and merge duplicate clients