- Add a contact as usual under Contacts;
- Use an Account field, i.e. for Sarah Jones SJ001;
- Use an Account field for the same client name as Sarah Jones SJ002.
- This way, you can separate two clients with the same name. Use the Search option on the top right of the screen to find customer details as a shortcut.
I hope you found this tutorial helpful! You can watch a video tutorial below.
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