The TR - FA3 - Client Management quiz assesses knowledge on essential client management forms, procedures, and data handling in a business context. It covers client forms, billing group requirements, mass client edits, and details management, crucial for effective client relations and operations.
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Type
Status
Category
Class
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To establish it as an entity for Accounts Payable activities
To establish it as an entity for Split Billing activities
To establish it as an entity for Marketing
To establish it as an entity for Records
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Client Time & Billing
Bill Groups
Client Details
Fee Rates
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Quiz Review Timeline (Updated): May 4, 2023 +
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