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Streamline 2.0 User Guide

The Membership Services Screen

This is probably the most-used screen in Streamline. It allows you to control two very important features:

To quickly locate entries for a specific customer, just type the first letters of her last name in the Filter by name box. The list will immediately filter to show only the matching customers.

Double-click any entry in the list to view and/or edit its details. Right-click an entry for quick access to related features for the customer.

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