Clients and Contacts
Adding and managing client and contact information
4 articles in this collection
Written by Oliver Garside and Michelle Lota
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 this week
Updated this week
Client Statements
How to generate and send a client statement
Written by Oliver Garside
Updated this week
Updated this week
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
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
Updated over a week ago