Client Management

Add an electronic signature

Add an interaction note for a contact

Add a phone call for a contact

Add a phone message for a contact

Best practices for contacts in the client setup

Change the hours displayed on a calendar

Client portal setup

Create client templates

Edit multiple contacts

Edit multiple items at the same time

Electronic signatures

Export client and client contact information

File transfer status

File transfers overview

Firm setup for file transfers

Data share client notes

General file transfer information

Inactivate a client

Manage and delete notes and other client interactions

Manage clients

Merge clients

Microsoft Outlook contact field mapping

Request a client renumber from Technical Services

Request files from a contact

Review pending Outlook synchronization changes

Send files to a contact

Set up client information

Set up client retention descriptions

Set up lost reasons

Set up lost to items

Set up referral sources

Set up won reasons

Staff portal setup

Sync contacts with Microsoft Outlook

Track client interactions

Transfer files between staff and contacts

Use calendars

View the Client Calendar