Modules

• How can I edit or add client document type?

  Thursday, 3 December

• How can I edit a client category?

  Thursday, 3 December

• How can I edit or add new status for clients?

  Thursday, 3 December

• How can I prevent duplicate records when creating clients and client contacts?

  Thursday, 3 December

• How can I set up a default client submission format?

  Thursday, 3 December

• How do I delete a client?

  Thursday, 3 December

• How do I view activities for clients?

  Thursday, 3 December

• How do I view and configure checklists in clients?

  Thursday, 3 December

• How do I add documents to client profiles?

  Thursday, 3 December

• How do I configure the Client Submission Format for a client?

  Thursday, 3 December