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Client Manager
CRM
CRM
CRM general
Advanced Search
Create Clients
The Client Record
Archiving Clients
How to generate a document via CRM
Linking Clients (Related Entities)
See all 8 articles
Files
File Notes
Voice to Text
Contract Notes
The dashboard
The Dashboard
Widgets
Client details
Class & Marketing Status
Professional Advisers
Bulk Updates
Different Types of Fields
Adding Child Trauma insurance policies
FDS & service packages
Services and Service Packages
Fee Disclosure Statements (FDS)
Referral sources
Referral Source
SMS
SMS Messages