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Import/Link toolbar


Used to add direct client contact or documentation details to the client record currently viewed.
Import/Link toolbar
1

Attach Document button

1. Attach Document button
Use this button to activate the Attach Document option
2

Attach Email button

2. Attach Email button
Use this button to activate the Attach Email option
3

Record Phone Contact button

3. Record Phone Contact button
Use this button to activate the record a Phone Contact option