Matt Kavanagh
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Activity overview
Latest activity by Matt Kavanagh-
Matt Kavanagh created an article,
What happens if I change a client from Limited Company to Self-Assessment?
It is not possible to change a client's legal form between a business client type (such as a Limited Company) and an individual client type (such as Self-Assessment) in BrightClient. These are fund...
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Matt Kavanagh created an article,
do I need to create the client in BrightClient before creating a dataset in
You create the client on Bright AP and it will be automatically generated on BrightClient.You cannot create Clients in BrightClient, you need to always create the Clients within your BrightProduct
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Matt Kavanagh created an article,
How to access BrightClient
OverviewBrightClient can be accessed in two ways. For day-to-day client work, it is built directly into your Bright products and works in the background whenever you search for or save client data....