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How can I make a specialized list of my clients, vendors, or customers?
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How can I make a specialized list of my clients, vendors, or customers?
ClaimWizard supports this through the "segments" feature that allows you to categorize your clients and vendors. Details on how to use segments are at
https://academy.ClaimWizard.com/admin-configuration-guide/
Updated:
Oct 09 (4 months ago)
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