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    Using Client Codes in a Client Contact Record is used through AppColl instead of the Client Name

    Matters Module
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    • gregg_appcoll
      gregg_appcoll last edited by

      If you elect to use a client code in a client contact record, the client name is replaced with the code when using the table view for Matters, Billing Items, and Invoices. If you wish to see the full client name, please remove the client code.

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