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Clients & Contacts
Browse 5 short guides for clients & contacts.
Create and update a Client
Create a Client record and keep its details up to date.
Add Contacts and Staff to a Client
Connect the people who work with and for a Client.
Invite a Contact to the Client portal
Give a Client Contact secure access to the Client portal.
Create and update a Contact
Create a Contact record and keep their details and Client links up to date.
Add and organise notes
Keep searchable, structured notes beside a Client, Contact, or Engagement.