Clients and Contacts

Adding and managing client and contact information

5 articles in this collection
Written by Oliver Garside and Michelle Lota

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