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