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MM User Manual
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MM User Manual
Clients and Matters
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Creating Clients and Matters
5 Articles
How to Create a New Client for a Person
Create a New Business Sponsor Matter
How to add a New Matter to an Existing Client - via the Shortcut Menu
Recording Basic Details
Change a Matter from a Prospect to a Client
Linking Matters
2 Articles
Create a New Business Sponsor Matter
Link a Migrant and Business Sponsor together
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