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TFS User Guide - Table of Contents

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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.

Opening the Client References Screen - Click here to expand...

Adding a Reference - Click here to expand...

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