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Classic: Creating Accounts

  • Go to All Tabs

  • Go to Accounts Tab

  • Create a new account

  • Enter Account Name (Use the name of your practice) and Save

  • Assign the Account to a Contact

Assign to multiple Contacts

  • Go to the Contacts Tab

  • View All Contacts

  • Adjust the number of records to display if needed

  • Select all records

  • Double click the space for Account Name

  • Select the Account to be assigned

  • Apply changes to All selected records and Save

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