This guide is being written. The topics below show what it will cover.
Planned topics
- Use Edit Client to change contact details, address, company, identifiers, notes, and tags.
- Explain client tags such as Active and Inactive and the difference from job tags.
- Review automatic stage email and SMS overrides against shop defaults.
- Explain currency restrictions once jobs exist and connected-accounting behavior.
- Confirm the saved client details and relevant job/contact displays.