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  1. Practifi Success
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  3. Key Entities

Key Entities

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  • Managing Referrals
  • Understanding Households, Organizations and Individuals
  • Creating a Household
  • Creating an Organization
  • Creating an Individual
  • Understanding People Types - Contacts and Individuals
  • Understanding Household and Organization Members
  • Managing Members and Other Relationships
  • Adding a New Member
  • Adding a Relationship on a Key Entity Record
  • Adding a Relationship on a Contact Record
  • Adding Client Entities to Households and Organizations

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