'Custom Data' in a Client File


Step 1 - Select Client List on your Dashboard


Step 2 - Select a Client from the Client List


Step 3 - Select Custom Data


Step 4 - Select the Set of Questions you wish to Answer


Step 5 - Complete the Custom Data questions


Step 6 - You can also Save the Questions and Answers as a PDF in your Client Files by clicking 'Save to Client Files'

Luke Darmanin -

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