Group 65
Go to Rounded
All Collections
Clients and Contacts
Clients and Contacts
Adding and managing client and contact information
6 articles in this collection
Written by
Oliver Garside
and
Michelle Lota
Importing client data from CSV file
How to import client data from CSV file
Written by
Michelle Lota
Updated over a week ago
Adding client and contact information
How to add client and contact information manually
Written by
Oliver Garside
Updated over a week ago
Client Statements
How to generate and send a client statement
Written by
Oliver Garside
Updated over a week ago
Setting up the email template for client statements
How to set up the email template for client statements
Written by
Michelle Lota
Updated over a week ago
How to archive or delete client records
Archiving/Deleting client records
Written by
Michelle Lota
Updated over a week ago
Retrieve archived clients
How to retrieve archived clients
Written by
Michelle Lota
Updated over a week ago