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Client Setup

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This book will provide the necessary information to effectively manage your clients with IDEAS Property Clerk Enterprise.  The following topics are discussed in this book:

•Setting up a new client
•Entering client information, including Move In, Lease and Move Out information
•Setting up and modifying Client Financial Information (Recurring Charges)
•Entering Client Notes and Tasks

Sample of the Client Module Screen:

All significant features of the Client Module will be explained in the following pages of this book.