Managing Clients
12 articles
Create a New Client
Add an Organisation Client
Add a Referring Organisation or Veterinarian as a Client
Add a Production Animal Client
Edit, Archive and Delete a Client
Set and Manage Client Communication Preferences
Set Up the UK Charity Customer Type
Mark a Client as 'On Stop' ('Frozen')
Avoid Duplicate Clients
Merge Clients
Unmerge Clients
Manage Client GDPR Compliance