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- Just added new client bur can't find in client listing. when I try to re enter info I am told client exisits ?
Just added new client bur can't find in client listing. when I try to re enter info I am told client exisits ?
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craigb3201
Level 1
10-08-2020
01:08 PM
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1 Comment 1
itonewbie
Level 15
10-10-2020
09:01 AM
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If you do not see the client at all, you may have deactivated the client somehow (note: PTO does not provide any functionality for client deletion at all). In this case, simply follow the steps below:
- Click on Clients on the left panel;
- Click on the View inactive clients button in the top-right corner;
- Click on the name of the client you would like to restore under CLIENT NAME; and
- Click on the Make active button in the top-right corner to restore the client.
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Still an AllStar
Still an AllStar
