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Need Field Service Attach License in PTCRM and to be added to Practice Manager on CRM

Mary Ann Roberts
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June 26, 2024

As of 7/1/24 I am promoted to PRactice Manager in Protech and need the Field Service Attach License in PTCRM and to be added to the Practice Manager Group in CRM Teams.  Also, I need to access all aspects of ADP Admin for my new Team.

What are the steps that I need to follow for these tasks?

Thank you,

Mary Ann

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