WebThe Client Details screen is the place from which you can add, modify, and delete your PPS clients. Access this screen from the Client menu and choose Main Client Details or use the Client Details button in your task bar. If you have a client already selected then their details will open, otherwise you'll be presented with the Client Search screen.

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WebGo to the client's Account details and find the Contracts section. Click on the red dot. You will notice when you hover over the dot a message will show asking you to confirm it. Notice the dot change to a green checkmark; this means the contract is confirmed. Hover over the checkmark to see who confirmed the agreement and the date and time it ... WebWith our new mobile app update, you'll discover 3 game-changing features! Manage your appointments and tasks, add notes from the appointment details screen… importance of branches of science

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WebQBO Resource Center - Intuit WebDrill down on the name of the client that you wish to add the note to. On the client details screen, select the Notes tab. On the client details screen (Notes tab), add the note and its … WebStudy with Quizlet and memorize flashcards containing terms like Which 4 of these tabs appear in the Customer information screen?, Which field is required when importing … importance of branding and marketing