Client data
- How to create new custom client fields
- Update clients in bulk using the Excel import tool
- Import or update clients using the Excel import tool
- How to change when jobs automatically create
- Create a new contact
- Create a new fee info entry
- Apply tags to a contact
- Set up a new trigger field
- How to link one client to another
- Change which route a client uses
- Denote a client field as holding the e-mail address for e-mail sending purposes
- How to configure fields to appear on the addresses tab
- Change the layout of client fields
- Deactivate a workflow on a client
- Change the client status (prospect, active, lost)
- Denote a field as holding the mobile number for SMS purposes