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Working with clients and contacts

Client and contact records can be added, edited and maintained at any time using the Client and Contact page.

To view detailed information about a client or contact, open the Client and Contact page and choose the relevant tab for the information you want to view.

From the Client and Contact pages, you can perform the following functions. Click on the links to learn more about each function.

Create a new client or contact

View client and contact details

Edit client data

Edit contact data

Close or delete a client or contact

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