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Client References
Client References
- Matthew Garrett
Owned by Matthew Garrett
The Client References screen is used to manage all references for a client.
There are three types of reference:
- Credit: a credit reference (e.g., bank account, credit card account, or credit with another company).
- Trade: a business reference.
- Personal: personal reference from an employer, friend, etc.
- Click the New button. The Reference dialog will be displayed.
- Enter the reference details.
- Click the OK button.
, multiple selections available,
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