Clients and Contacts
Adding and managing client and contact information
By Oliver and 1 other2 authors8 articles
- Adding client and contact informationEasy Steps to Add a New Client and Contact Information
- Client StatementsHow to generate and send client statements in Rounded
- Setting up the email template for client statementsCustomise your client statement email templates
- Retrieve archived clientsHow to restore an archived client
- How to manage client recordsKeep your client list clean and organised