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Connective Wiki
Mercury 5
Managing People Records in Mercury 5
Managing People Records in Mercury 5
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What is a People record and how to create and manage a People record within Mercury.
Creating a new Company or Trust record
Creating a new People Record
Adding living expenses to a people record
Upload an attachment to a People Record
Using the Client Portal in Mercury 5
Loan People folders
Printing notes from a People record
Marking a Client as Private
Deleting a People Record
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