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I cannot locate the ‘Quick Setup’ option for new clients?

Article ID: 2337
Last updated: 17 Oct, 2019

The ‘Quick Setup’ option previously accessed through Create New Client / Contact in Practice Manager has been renamed to Finish.

The Create New Client / Contact wizard continues to allow you to add a basic client record about the client / contact before you can start to work on your client / contact.

On the Client Quick Setup screen, simply enter a client/contact code and surname/entity name and click on Finish.

Please note: the Full Setup option has now been renamed to Finish and Open.

Article ID: 2337
Last updated: 17 Oct, 2019
Revision: 12
Views: 546
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