Add or Edit a Client or Department Account

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By Mark Sinclair

updated about 1 month ago

To create a client or department, go to the Clients menu and select the + New Client/Department button in the top menu bar. A range of information is entered when creating a client/department including the name, website (if applicable) and contact details.

To edit a client/department, select the Edit button alongside the client/department in the clients list.


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