Client database

To add a new client to your client database:Click the ‘Clients’ section at the top of your screen and then click ‘+ New Client.’Click either the ‘People’ or ‘Organisations’ tab and then input the client’s details.Click the ‘Create Client’ button for...

To edit a client's details:Click the ‘Clients’ section at the top of your screen.Select the relevant client.Click the 'edit icon' in the top right of the modal to change the details.Once the changes have been made, scroll down and click the ‘Update...

To add custom fields to your client database, follow the steps below:Click your avatar in the top right of your screen and then click ‘Settings.’Click the ‘Data’ tab.In the 'Client Fields' section click '+ Add new field'.Name the field, for example,...