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Start with Client's First/Last Name

When creating new clients, if you would rather start by enter the client's first name (instead of last name), follow these steps to change your client data entry options:

  1. Go to Maintenance > Preferences > Company Preferences and open the Clients page.

  2. Scroll down to the Client Entry Options section.

  3. Check the "Enter the First Name First" option.

  4. Click OK to save your preferences.

See also

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