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Clients and Contacts

Clients and Contacts

Adding and managing client and contact information

Oliver Garside avatar Michelle Lota avatar
4 articles in this collection
Written by Oliver Garside and Michelle Lota

Adding client and contact information

How to add client and contact information manually
Oliver Garside avatar
Written by Oliver Garside
Updated over a week ago

Client Statements

How to generate and send a client statement
Oliver Garside avatar
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
Michelle Lota avatar
Written by Michelle Lota
Updated over a week ago

How to archive or delete client records

Archiving/Deleting client records
Michelle Lota avatar
Written by Michelle Lota
Updated over a week ago