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Classification of client types on client details screen. The ability to edit the hard keyed client types and add specific types for our practice areas would be appreciated.
How often would you use this request?
Often. This would allow us to determine what type of client, i.e. individuals, business or others that we work with. |
Thanks for reaching out. You can use Client Categories for this purpose. Please refer to the following video for more details:
https://help.timesolv.com/client-categories-video