Goodshuffle

You can add in a billing address for a client when adding editing their profile.

How can I add a client's billing address?

Here's how you can removed suggested files from a client.

Here's where you can add notes for your client's profile.

Here's how you can delete a client's card you have 'on-file'.

Here's how you can remove a file from a venue.

Here's how you can add a client's document to their profile in your directory for future reference.

How do I use the CRM tools to better manage my clients?

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