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How to view a list of the formal communications I have had with a particular client?

NOTE: Formal Communications takes various names depending on your Profession.  It could be Lessons, Plans, Communications, Consultations, etc.  For simplicity we call them Formal Communications.

To locate your formal communications, do the following:

  • Go to menu item FIND
  • Locate the client
  • Go to the fifth tab (last tab) of the client’s CRM page
  • All your formal communications will that client will be listed here.

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