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Clients and Contacts
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