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This screen is used to create and alter the names of various client types.

  • Client types recorded on this screen will be available in the Client Type drop down when creating a new client.You will be required to associate new clients with a client type. If you do not see a client type in the drop down, ensure that the record is present in the Client Type Setup table and is active.

 

  • The Client Types will also be available on the Client Management screen. Here you can associate a client with more than one client type. 


Click on the links below to get more detailed information regarding the other tabs available on this screen.

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