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SUBMIT IDEA

Editing Clients

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Ability to restrict user access to sensitive/confidential clients

To prevent access to sensitive information where there is additional client confidentiality required.
Grant Middleton about 2 years ago in Creating Clients / Editing Clients / Practice Management 10 Released

Ability to edit clients, relationships and most importantly to be able to delete them if needed.

No description provided
Guest about 2 years ago in Editing Clients / Relationships 2 Released