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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 this week

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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