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en:journalclient

Journal:

Add/edit a completed process

* Select the action accomplished for this client from the dropdown menu:

* Search for the property involved by the action performed from the dropdown menu and click

* Associate the agent in charge of this client

* Save the date of the action performed

* Would you add this client in the report to the owner?

* Enter a memo for this customer

* Add an internal memo client

* Click on

en/journalclient.txt · Last modified: 2017/10/15 17:12 (external edit)