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Brevity Support
System User Guide
Client Management

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Old Version 14

changes.mady.by.user Stewart Neale

Saved on Jul 05, 2021

compared with

New Version 15

changes.mady.by.user Stewart Neale

Saved on Jul 05, 2021

Previous Change: Difference between versions 13 and 14
Next Change: Difference between versions 15 and 16
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Key

This line was added.
This line was removed.
Formatting was changed.

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Converting a Client from a Quote
Client Group
Merging Client Profiles
Client Record
Client Bulk Communications
Client ProfileClient Funding record
Service Schedule Template

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General

Content

Integrations

{"serverDuration": 891, "requestCorrelationId": "83cf7a010de94dbda2dd0652e5e17787"}