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Clients are a subset of the businesses or people on the IRIS Database.
For example:
A director created under Accounts Production will not appear in the Personal Tax client List.
An employer created in Personal Tax will not appear in the Accounts Production client list.
A client created in Accounts Production or Personal Tax will not appear in the Time and Fees client list.
The whole practice view will show all businesses or people regardless of their client status. If a non-client is selected, the following dialog displays.
Click Yes and the selection will appear in the client list.
