Clients and Relationships
Manage clients profile and their relationships
15 articles
What is a Client?
How to Create or Delete Clients?
How to Export Client's Data?
Checking Client Duplicates
How to Manage Client’s Relationships Data?How to Add Spouses? How to Add Children? How to Add Siblings? How to Add Parents? How to Add Prior Spouses? How to Add Other Relationship?
How to Change a Client's Avatar?How to upload client's avatar?
How to Invite Client to Client's Portal?
Where I can Save Client’s Credit Cards and Bank Accounts?
Can I see Specific Invoices and Payments of a Client?
How to choose mm/yyyy date format options?
Documents Expiration Notice
Creating a Visa Entry Without Inspection (EWI)
Archive a ClientHow to archive your clients along with their cases or not.
Activate a ClientHow to activates the client along with your cases or not
Merge Client CasesHow to merge your client's cases