Dec 26, 2024
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The Contact Information tab in client records is used to maintain street addresses, mailing addresses, and phone numbers for clients. The information in the tab is used for the Mailing Labels Report and RSR ZIP Code Count Report.
1. Click on Demographics in the left menu.
2. Click Contact Information.
3. Update the contact information.
NOTE: Check the Include in mailing labels reports? box to include the client in the Mailing Labels Report.
4. Click Save.