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      Bundle within Primary Client Only
      • 24 May 2023
      • 1 Minute to read
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      Contents

      Bundle within Primary Client Only

      • Updated on 24 May 2023
      • 1 Minute to read
      • Contributors
      • Print
      • PDF
      Article summary

      Bundle within Primary Client Only feature limits bundling to the client and not across the database. 


      1. Open the Client Profile
      2. Locate the Preferences section
      3. Check the box next to the Bundle within primary client Only field
      4. Click Save



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