Articles in this section
- Client Folder Structure Configuration
- How do I create a new Client Profile?
- How do I add/edit/delete a Client's Status?
- How do I add a Profile Type to an existing Client, Employee, or Contact?
- How do I add/edit client contacts?
- How do I review the event log for a client?
- How do I add Client Risks?
- How do I add an Attachment for a Client?
- How do I fill out a Form for a Client?
- How do I block/unblock an Employee or Client?
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