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Adding clients to Commspace

Populating an office's client list directly on the platform.

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over 3 weeks ago

There are three main methods of adding a client to Commspace:

  1. During the linking process, directly on Commspace.

  2. During the linking process, when the unlinked report is imported to Commspace.

  3. Manually added when required:
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