Opening a Client File

Created by Goran Kukurin, Modified on Tue, 7 Mar, 2023 at 3:44 PM by CeAnn Palmer

Watch this video.


From the Clients tab select any cell on the client’s row you want to open and then go to Extensions> Results Tracking System>Load Selected Client. In a few seconds, every tab will be about the selected client. To go to another client, again select that client in the Clients tab and again go to Extensions> Results Tracking System>Load Selected Client.

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