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Product Tour |
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The order is completed on the Data Entry screen.
Here, the client can quickly correct any errors made while entering the basic
data. They are also guided through data entry for degrees, licenses,
employment, etc. They can add services they forgot to order up front. Once
again, you can enter specific instructions for any client. You can choose to
display pricing or not. You can also require an electronic signature,
customizable by client. If you authorize instant and progressive searches for
a specific client, these ca be executed from this screen. |
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