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craigb3201
Level 1
October 8, 2020
Question

Just added new client bur can't find in client listing. when I try to re enter info I am told client exisits ?

  • October 8, 2020
  • 1 reply
  • 4 views
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1 reply

itonewbie
itonewbie
Level 15
October 10, 2020

If you do not see the client at all, you may have deactivated the client somehow (note: PTO does not provide any functionality for client deletion at all).  In this case, simply follow the steps below:

  1. Click on Clients on the left panel;
  2. Click on the View inactive clients button in the top-right corner;
  3. Click on the name of the client you would like to restore under CLIENT NAME; and
  4. Click on the Make active button in the top-right corner to restore the client.
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