Articles
Creating a client and getting to know their record
Creating a client and getting to know their record Goal. Add a client, find them later and read...
Deleting a client or erasing all their data
Deleting a client or erasing all their data Goal. Tell apart deleting a record with no history...
Detecting and merging duplicates
Detecting and merging duplicates Goal. Find the records that belong to the same person and merge...
Importing clients from CSV and exporting data
Importing clients from CSV and exporting data Goal. Load a list of clients at once from a CSV...
Messages, calls and notes from the record
Messages, calls and notes from the record Goal. Send the client a templated message, call them...
The client portal
The client portal Goal. Give the client a secure link with their profile, cases, quotes,...
