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Setting a Client Type:
Assigning Client Types will help you to track and manage your clients in your Clients Database. From the Edit Client Info screen, click on the orange icon: Client Type and a window will be displayed. To assign a type, choose from the list you have created and click go.
Creating a Client Type:
From the Client Type screen, enter the new client type in the Add New Client Type box, then select the blue ADD.
Deleting a Client Type:
On the Client Type screen, highlight the client type you wish to delete and click the DELETE button.