Clients

Due to the limited license role for the Staff Accountants there currently is not access for this role to see client contact information. Within the My Workspace menu there is a Client Contact search but this does not include all contact data. GVO is currently working on building a Search in order for this role to have access to this information.

When creating a new client you can now have a Base template client or Make a new client based on an existing client. This will bring in all pre-filled data and can be edited to fit the data of your new client setup. If you have a Base client go to that client record. You must be in Edit mode on that Client Record in order to use the Make Copy function. This is located under Actions. After you click on Make Copy a new page will load with that new client record. You can then edit that client reco...

Link to other article? (https://practiceerp.ladesk.com/059224-Client-Test)