This guide is being written. The topics below show what it will cover.
Planned topics
- Explain a client record shared across multiple jobs.
- Introduce Details, Jobs, Files/Photos, Communications, and History.
- Distinguish client notes and files from information for one job or mount.
- Connect client contact details, currency, notification preferences, and portal access to other workflows.
Guides in this section
- Add a client
- Find clients and their jobs
- Update client details and preferences
- Add client notes and files
- Check client history and communications
- Archive or delete a client