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Clients
Add, import and manage Organisations, Individuals and linked records.
- Relationship Types (Clients, Prospects & Contacts)
- Setting Up Sole Traders & Self-Assessment Clients
- Adding / Importing Clients - Organisations
- Adding / Importing Clients - Individuals
- Importing Clients and Companies House Sync
- Import Template - Organisations
- Import Template - Individuals
- Client Record Details
- Authentication Code and UTR's
- Linked Clients
- Archiving Clients
- Deleting Clients
- What Counts Towards Your Client Limit?