Clients & Contacts

• Contact List Enhancement: Inactive Client Indicator
• How To - Add an "Individual" Client
• How To - Add a "Business" Client
• How To - Add Billing Parent to Child Client
• How to Inactivate a Client
• Managing Individual Clients and Contact Roles (Primary, Spouse, Alternate)

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• Contact List Enhancement: Inactive Client Indicator
• Client Notifications Breakdown
• Contact - Search Criteria
• Add a New/Existing Contact
• Merge or Delete Duplicate Contacts
• Delete Contact from Database

See all 12 articles

• Client Messaging
• Client Portal Messaging
• Client Messaging - Client Portal View
• Messaging - Global Message Dashboard
• Client Messaging - Client “Messages” Tab
• Client Messaging - Message Templates

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• Proposals
• Client Actions - Bulk Manage Client Actions
• Add Link for Client to Pay Taxes Directly on IRS Website as a client action
• Clients- Client Actions
• Client Actions

• Video Tutorial: Understanding the Leads Section in Firm360
• Leads