Maintenance

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Maintenance is where you manage the customers associated with your office. To access this section, click Admin on the Dashboard, the Admin Home tab displays the Maintenance section. Click on the appropriate link and a tab for that section will display.

Maintenance

  • Manage Customers. This link allows you to create new customers and manage existing customers. For additional information, see Manage Customers.
  • Manage Tags. This link allows you to create new tags and manage existing tags. For additional information, see Manage Tags.