The ‘Quick Setup’ option previously accessed through Create New Client / Contact in Practice Manager has been renamed to Finish.

The Create New Client / Contact wizard continues to allow you to add a basic client record about the client / contact before you can start to work on your client / contact.

On the Client Quick Setup screen, simply enter a client/contact code and surname/entity name and click on Finish.

Please note: the Full Setup option has now been renamed to Finish and Open.