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How to Switch between client partner files

The system links partners together by running a parallel file system. This allows you to run two different active files yet share a common client file note application.

To switch between client partner files you simply click on the partner ICON in the main Client Information board.

The ICON is the round purple ICON with the international person logo placed within it.

tempsnip_-_Client_Partner_File_tab.png

You also have the ability to assign one client as a MAIN CONTACT, identifiable by the MC icon located beside the user name.

Capture_-_Main_Contact.png 

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