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Manage Your Clients
Manage Your Clients
How to add 'Referred By' to a contact
How do I export a client list?
How can I record an account credit for a client?
What affects the live link that is sent to the client?
How can I easily sign and pay online?
How can I see a client’s billing history?
How can I generate a statement for all the remaining balances for a company?
How can I see all the projects and their statuses for a client?
How can I tell if a contact in my directory is a lead or a client?
Where can I see which of my clients owes me money?
How can I see a company's activity?
How can I apply a net based payment policy to my charge account companies?
How can I merge a duplicate entry in my directory?
How can I edit a contact's information on a project?
How to link a company and its employees
How can I use an email for another contact?
How can I tell who is connected with an email address?
How can I delete a Company?
How can I delete a Client?
How can I delete a Venue?
Upload Contacts
How can I set up a project for a planner and a client?
How can I add a client's billing address?
How can I remove a file from a client?
How can I add notes for a client?
How can I remove a client's saved card?
How can I untag a file from a venue?
How can I keep a client's driver's license on file?
Remember Valuable Information about Clients, Companies, or Venues