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Setting up client types

  1. From the Setup menu, click Client Types.
  2. Place the cursor one row above where you want the new client type.
  3. Click the New button.
  4. In the Description field, type a name for the client type.
  5. In the Notes field, enter any notes.
  6. Click Save. The client type appears in a row below the cursor. To move it, click the row and click or .



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