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GENERAL
CONTACT
BILLING
MISC
EVENTS
HELP
General Client Info
Miss
Mr.
Mrs.
Ms.
Dr.
--
Salutation:
First Name:
Last Name
Street Address
Street Address 2:
City
--
AB
AE
AK
AL
AR
AZ
BC
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MB
MD
ME
MI
MN
MO
MS
MT
NB
NC
ND
NE
NF
NH
NJ
NM
NS
NV
NY
OH
OK
ON
OR
PA
PR
QC
PE
RI
SC
SD
SK
TN
TX
UT
VA
VT
WA
WI
WV
WY
State/Province
Zip/Postal
Username (future)
Login Password
System Default
Block Client Access
Always Allow Access
One Day Prior
Two Days Prior
Three Days Prior
Four Days Prior
Five Days Prior
Six Days Prior
One Week Prior
Two Weeks Prior
Portal Access:
Yes
No
Allow Pricing:
Client Contact Info
Phone Details
Text Message
Voice Call
Phone Number (cell)
Work/Daytime Phone
Additional Phone
Event Day Phone
Permit Automated Text Messages
NO Automated Text Msgs
Text Options
Best time to call
Email Settings
Primary Email
Secondary Email
No - Email will be Sent
Yes - No Email will be Sent
Mass Email Opt Out
Misc Contact Info
None
Marketing List
Yes
No
Repeat Customer
Yes
No
Use as Reference
Billing / Alternative Contact
General Contact Info
Contact Name
Description (billing client, etc)
Text Message
Voice Call
Mobile Number
Work Phone
Fax Machine
Contact Email Address
Relation to Client
Private Event Address
Location Name
Location Street Address
City
--
AB
AE
AK
AL
AR
AZ
BC
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MB
MD
ME
MI
MN
MO
MS
MT
NB
NC
ND
NE
NF
NH
NJ
NM
NS
NV
NY
OH
OK
ON
OR
PA
PR
QC
PE
RI
SC
SD
SK
TN
TX
UT
VA
VT
WA
WI
WV
WY
State/Province
Zip/Postal
Misc Client Info
Employer Info
Employer Name
Position
Division
Personal
Birthdate
Anniversary
Honeymoon Location
Social Networks
Facebook Profile
Instagram Id
Youtube Channel
Twitter/X
Whatsapp Number
LinkedIn
Notes / Events / Photo
Client Notes
Events for this Client
Description/Type
Date
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