All Collections
Clients and Contacts
Configuring companies and their employees who work with you
Client List
Filtering the Client List
Adding a New Client
Adding or Editing a Contact
Linking Clients Together
Importing Clients and Contacts
Client / Contact Import Guide
Client Import Errors
Creating clients from your contacts
Bulk Editing / Updating Clients and Contacts
Importing Clients from Companies House
Updating Companies House Clients
Editing a Client
Editing Multiple Clients
Client Details
Client Files, Emails, Notes
Organizing Client Files
Set up your import files
Importing client details FAQ