Clients
-
Troubleshooting Client Accounts, Contacts, and Login Access
Most client issues come from the wrong record type, an incomplete relationship, or a missing permission. I cannot find the account or contact Check...
-
Deleting Client Accounts and Contacts
Deletion permanently removes a client record where allowed; it is different from changing login access or merging duplicates. Before deleting Review...
-
Using Client Import Templates and Exports
The Clients directory provides templates and exports for working with account and contact data. Prepare imports Accounts offers the account template,...
-
Adding Client Notes and Reviewing History
Use Notes for ongoing account or contact information and History for recorded changes. Add the note to the right record Open the account for...
-
Reviewing Client Invoices, Retainers, and Reminder Settings
Client records connect account information with related billing records; the actual transactions remain in their finance workflows. Find financial...
-
Setting Client Billing Rates in the Account Price List
The account Price List supports client-specific billing rates for configured items. Customize an account rate Open the client account and select Price...
-
Understanding What Client Users Can See
A client account, contact record, and login each serve a different purpose in access control. How access is determined The person must have active...
-
Setting Up Client Login Access and Invitations
Client login is configured from the individual contact, not by creating a shared login for the account. Before setup The contact needs a valid email,...
-
Connecting Accounts and Contacts to Cases and Requests
Select the client account and the appropriate person when recording a case or reviewing intake. On a case The account identifies the client associated...
-
Understanding Account and Contact Detail Tabs
Detail tabs let you move from a client record to the work and financial information associated with it. Account tabs Overview: organization details,...
-
Editing Contacts and Maintaining Account Relationships
Use the contact editor to keep the person’s details and associated account accurate. Make a correction Open the contact from Clients > Contacts or...
-
Creating a Client Contact and Linking an Account
A contact identifies a person who works with your client account. Add the contact Open People > Clients > Contacts and search for the person. Choose...
-
Editing Account Details and Billing Defaults
Open the client account and use Edit to maintain its organization and billing information. Update the account Find the account under People > Clients...
-
Creating a Client Account
Create the account before adding its contacts or selecting it for new case work. Add the account Open People > Clients > Accounts and search for an...
-
Finding Accounts and Contacts in the Clients Directory
Open People > Clients and choose Accounts or Contacts depending on what you need to find. Search the right list Select Accounts to find a client...
-
Understanding Clients, Accounts, and Contacts
People > Clients separates the client account from the people who work with that client. Two connected record types An Account is the client record...
