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This article explains how to add a note title to be used when adding notes. The user must have administrator permissions to perform this function. This also includes instructions to make a note title inactive.
These instructions explain how Partner XE can be customized to particular user preferences.
This article explains how to assign branch, division and department to clients and policies. NOTE: Branch management options are set up in the Administration module prior to being assigned.
This article contains a comprehensive user guide for the Partner XE™ Outlook Plug-In.
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