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Clients
Add, import and manage Organisations, Individuals and linked records.
- Adding and Importing Organisations
- Adding and Importing Individuals
- Importing Clients and Companies House Sync
- Import Template - Organisations
- Import Template - Individuals
- Working With Charities
- Setting Up Sole Traders & Self-Assessment Clients
- Client Record Details
- Linked Clients
- Archiving Clients
- Deleting Clients
- What Counts Towards Your Client Limit?
- Managing Companies House Personal Codes
- Contact Management Improvements