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client records
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accounts receivable
attributes
duplicate
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
Page 1 of 1 (2 items)