The client database.
- How to delete a recurring comment
- How to change the client status (prospect, active, lost).
- How to configure fields to appear on the addresses tab
- How to allow other users to change client status (e.g. delete a client).
- How to use the client and job database query engines
- How to change the layout of client fields
- How to link one client to another
- Should I categorise personal tax returns? (UK)
- Should I use individual or sole trader?
- How do I see a list of new clients?
- How do I close down a client we no longer act for?
- What is custom client field name?
- What is custom client field?