Title: Client & Contact Management Module  
Owner: Julie Doyle-Whitelock
Creator: Julie Doyle-Whitelock Jan 24, 2017
Last Changed by: Julie Doyle-Whitelock Nov 27, 2017
Tiny Link: (useful for email) https://insulagroup.atlassian.net/wiki/x/eaHIAw
Export As: Word · PDF  
Framework Guides (1)
    Page: Framework ECM User Guide
Hierarchy
Children (9)
    Page: Creating a New Client
    Page: Client Overview
    Page: Client Contacts
    Page: Contact Overview
    Page: Contact Address/Telephone
    Page: Client Files & Jobs
    Page: Client Contract History
    Page: Sales & Marketing
    Page: Client Savings & Finance
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