Add Debt Buttons

Debt buttons enable you to create shortcuts for running actions.

Click Admin > Config > Claim Buttons.

Select a button and click Edit. The ActionButtonDetails window displays.

Enter the Button Text.

Click ... to open the Action Library and select an Action To Run.

If relevant, tick Disable Once Clicked.

Click OK to apply your settings.

Create or open a client.

Notice the buttons at the top of the window.

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