Storing your NetStaff CS password

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If your firm is licensed for the Client Management module and NetFirm CS, you can store your login credentials in the NetStaff CS Login Information dialog to facilitate portal-related tasks.

Choose Setup > System Configuration > NetStaff CS Login Information.

If you have an existing portal in NetStaff CS and have registered it in Practice CS, this dialog displays your login ID and portal name. Enter your portal password and click OK to save the password.

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