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Directors and Shareholders

You can set up records for directors and shareholders, which can then be added to a client record when you are creating or editing it.

To create a director or shareholder record, carry out these steps:

1. Open the Edit view in the left-hand pane.
2. Click Directors/Shareholders in the left-hand pane.
3. Click New.
4. Specify the necessary details.
5. Click Submit.

See also

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