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3rd Party Avatar Access Requests (How to guide)
Jun 11, 2025 • Robert James
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Client Merge Portal - how to create an account
Apr 08, 2025 • Daniel Smith
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Client Merge Portal - Frequently Asked Questions
Apr 08, 2025 • Daniel Smith
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Import Client Picture - adding a client photo to Avatar
Apr 08, 2025 • Daniel Smith
- kb-how-to-article
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How to use the Cross Root Client Lookup (Framework)
Dec 27, 2024 • Daniel Smith
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User Access Request (UAR) Avatar and/or OrderConnect Access
Nov 04, 2024 • Daniel Smith
- kb-how-to-article
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Lanes LA Portal Password Reset
Mar 07, 2024 • Daniel Smith
- kb-how-to-article
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How to Change My Forms Links in the Forms & Data widget
Feb 26, 2024 • Daniel Smith
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Adding Widgets to an Avatar View or Console
Jan 12, 2024 • Daniel Smith
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Onboarding/Offboarding Practitioners (association and termination)
Jan 09, 2024 • Daniel Smith

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