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Creating and editing clients

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To create a new client

  1. Click on Other > Clients > New
  2. Fill in the form as necessary
  3. Click on the Save button

 

To edit an existing client

  1. Click on Other > Clients
  2. Search for the client using the Quick search field or the Advanced search form
  3. Click on the edit modifica.pngicon 
  4. Make the required changes
  5. Click on the Save button

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