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Fields on Client Focus Title

  • Writer: jessicalamb134
    jessicalamb134
  • Mar 1, 2018
  • 1 min read

Frequently Asked Questions:

Today I was asked how to add fields to the client name at the top of the XPLAN page.

Fields such as:

* category,

* entity ID,

* Phone Number.

It’s easy!

It is called 'Fields on Client Focus Title'.

Watch our video on how to set this up on your XPLAN login.


 
 
 

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