Using My Clients Screen
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Access My Clients screen using the option listed under Clients in the left navigation panel. |
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Use the options from the top toolbar to Add New Client, Edit Client, Delete Clients, Display Client's Forms, Add Forms to Clients, Client Form List, Client Custom Forms, Export to Spreadsheet, Column Chooser, Display Notes, Preprinted Forms and Save List Format. |
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Enter search criteria in the gold bar above the client list to narrow down your search results for clients. |
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