Maintain internal clients
IT Manager Practice Admin
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Select Admin > Categories from the menu.
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Select Main Categories from the list, then select Internal Clients.
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Click Add (or View/Edit to edit an existing category).
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Enter a Code to be used when searching for this client, together with the client Name.
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Enter a Short Code to be used when searching.
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Select the Organization and Office which the client is attached.
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Select the Manager and Partner in charge of this client.
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Select the Department the client is attached to.
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Finally, select Active or Lost from the Status list then click Save.