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client records (RSS)
  • Merging Duplicate Attributes

    We have several client attributes that we would like to merge with other, almost identical attributes. Is there any way to do this?
    Posted to Forum by Lisa Nicoletti on 09-11-2009
  • A/R Client Records Setup - Need Your Help!

    Background: We are an organization that provides services to seniors (Meals on Wheels, Adult Day Care, etc). Most of our clients are seniors and their son/daughter is the one that actually receives the invoices and sends in the check (most of the time it is a joint account with the client anyway). Which...
    Posted to Forum by Emily Jarrett on 07-16-2009
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