Page Comparison

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Agency Info and Billing info Tabs:

These tabs show information automatically updated by our client management system. They are not editable.

Email Tab:

Here you can email your client directly using our email system. You will need to first enter the client's email info by selecting "(other...)" from the dropdown "Customer Email" and entering the client's email in the "Other address" field.

Edit

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Account

This tab allows you to edit the User(s) info and set permissions.

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