New Client Wizard, Confirm

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New Client Wizard Confirm

Upon creating this Client, restart this wizard to create a Joint Client?

Restart the wizard to create a new client base upon this Client?

Check this option to restart the wizard with a duplicate client with the same Surname, Marital Status, Dependents, Addresses & Contacts.

This option will only display based upon the Global Settings, New Client setting.

A summary of the Client record(s) to be created

An HTML Summary of the Client record just created.