Can I read Client File Management Guide on EtoBox?
Client File Management Guide by sheriff0 is a document available to read on EtoBox.
What is Client File Management Guide about?
This document provides instructions for building and managing client files in the Galileo reservation system. It describes the hierarchy of agency, business, and personal client files and outlines the steps to create a new business or personal file, enter client data using transfer codes, and display, print, rename, copy, delete, and reinstate client files. Information on related functionality like file moves, associations, and optional fields is also included.
- Author
- sheriff0
- Language
- EN