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Client Management
Learn how to add and manage your clients
By Marc and 3 others4 authors8 articles
Full Guide to CRM & Client Management
How To Merge Duplicate Clients
Add or Attach Documents to your Client/Patient Profile
How Do I Import My Google Contacts Into Yocale
Preparing Your Client List For Importing Into Yocale
How to Enable or Disable Client Reviews
What are client alerts, and how can I set it up?
Deleting a Client