WebJun 27, 2024 · Denise would like for all of her leads to save their notes in the Client details screen. Who would have access to these notes? Full access team members Custom … WebFull access team members Custom access team members Assigned team members All team members Denise would like for all of her leads to save their notes in the Client …

Item details screen - OCLC Wise Support

WebOn the client home screen, select Client Info. Note: You'll skip directly to the Client Info screen if you've previously set it as your default client lookup landing page. Once on the client's information screen, you can expand each section to view, add, and edit client information. Back to top Client Info screen overview WebQuestion: 5 17 .LT 10 points QUESTION 4 Clients can see the notes in the client 1. details screen? True False 10 points QUESTION 5 Which of the following statements is 1. true? If you permanently delete a client from QuickBooks Online Accountant, you no longer access to their QuickBooks Online data If you make a client inactive, you no longer have access … portland maine hand surgeons

(Solved) - Denise would like for all of her leads to save their notes

WebUsers can click Save and Open to add the Plan and be directed to the Plan Details screen immediately. Adding a Plan from Client Details. From the Client Details screen, click on the Plans tab. Click the Add button to the right of the Plans grid. Enter the Plan Name in the Legal Plan Name field. Select a Plan Type. Plan Type is a List Value. WebJan 2, 2024 · There are 4 screen sections of Procura Mobile to become familiar with. You will notice new icons and information appearing in these areas as you navigate to different parts of the application. The Grey Bar includes these icons: The Procura Main Menu includes these icons: The Bottom Bar of the phone includes these icons: optidur polymers co. ltd