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Clients and Contacts

Configuring companies and their employees who work with you

Set up your import files

Importing client details FAQ

Client List

Organizing Client Files

Client Files, Emails, Notes

Updating Companies House Clients

Editing Multiple Clients

Adding or Editing a Contact

Linking Clients Together

Bulk Editing / Updating Clients and Contacts

Importing Clients from Companies House

Filtering the Client List

Archiving a client

Adding a New Client

Client Details

Importing Clients and Contacts

Editing a Client

Client Import Errors

Client / Contact Import Guide

Creating clients from your contacts

Consolidated notes for improved record keeping