Client Profile

This page outlines the elements that are related to managing the Client Profile.

https://brevityau.atlassian.net/wiki/spaces/BS/pages/155500707853/Navigating+the+Client+form?atlOrigin=eyJpIjoiZDcxNzZiYWRmMzNkNGE3NGFlYmE2MWRiYmQ5OTAyNzgiLCJwIjoiYyJ9

https://brevityau.atlassian.net/wiki/spaces/BS/pages/155500707865/Creating+a+Client+record?atlOrigin=eyJpIjoiNDVhMmM4NjJlYzUwNDkxNGE1MzEzYjg0ZDdlODhhMTAiLCJwIjoiYyJ9

https://brevityau.atlassian.net/wiki/spaces/BS/pages/155500904512/Managing+the+Client+record?atlOrigin=eyJpIjoiOGIyZjFmZjYzZmI0NGEwZWI4MjUwZDlhN2RhYjJjM2UiLCJwIjoiYyJ9

https://brevityau.atlassian.net/wiki/spaces/BS/pages/155500576792/Importing+Client+records?atlOrigin=eyJpIjoiM2RjMDhkNThmNmYyNDZmYjhkMDVjNWM2YTVmMjgwNDIiLCJwIjoiYyJ9

https://brevityau.atlassian.net/wiki/spaces/BS/pages/155500904512/Managing+the+Client+record?atlOrigin=eyJpIjoiOTRhM2E2MGEzZTk1NDIwY2FiZjM5NTJkZGQyODg3MGYiLCJwIjoiYyJ9

https://brevityau.atlassian.net/wiki/spaces/BS/pages/155500609725/Client+record+Mail+Merge?atlOrigin=eyJpIjoiNzhhOTZmODZhZWY4NDE4OTljYTllOWQ2ZDYwYzA2YWEiLCJwIjoiYyJ9

Copyright © 2019 Brevity. All Rights Reserved