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A client PIN links phone calls to the correct client, supporting call monitoring and visit verification. Without a PIN, the system may not match calls accurately.

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Open the client record, then click Misc. Details.

In the Misc. Settings section, click Assign to add a PIN.

1. Open the client record, then click Misc. Details.
2. In the Misc. Settings section, click Assign to add a PIN.

In the Misc. Settings section, remove the existing PIN.

1. Open the client record, then click Misc. Details.
2. In the Misc. Settings section, remove the existing PIN.

A guide to assigning and removing a client PIN in CallConfirmLive!.

Assign a client PIN

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Assign a client PIN

Add a PIN

Remove a PIN