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Client Management Client Folders

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Client Folders

Posted By Stephanie Fish over 2 years ago

I have clients who are directors of a company. How do I merge their folder with the company folder

0 Fallon S. over 2 years ago

Hi Stephanie,

Thanks for using Sage City.

We have some online guidance to help you manage your clients lists, you can view it Here>

If this has helped, please click Verify Answer.

Regards,
Fallon
Sage UKI
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