Video Tutorial: Add Clients To A Flat List
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This video will explain how to add clients, with client codes, to a flat list. Create a flat list of your clients (or jobs, depending on your firm's lexicon, in BigTime). Then, keep your list organized by assigning a code to each client.
You’ll Learn How To:
- Add a client to a flat list.
- Create a client code for each client. Plus, you'll find out about the different client code formatting options.
Where to go from here:
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