
Mobile app: How do I merge clients?Merging duplicate client records into one through the mobile app
Mobile app: How to merge multiple client recordsManaging multiple duplicate client records through the mobile app
Mobile app: How to merge client records when a merge icon doesn't appearManaging duplicate client records in the mobile app
Mobile app: How do I take client notes?Notes on the client record in the mobile app
Mobile app: How do I take appointment notes?Notes for a specific appointment in the mobile app