Help Centre
Client & Contact Management
Manage your clients and contacts
-
Add a Client
-
Add a Contact
-
Add UK clients from Companies House
Add new clients and keep existing ones up to date with official details from Companies House.
-
Archive a Client
-
Automatically add Contacts to Client Requests
-
Can a Contact be added without being linked to a Client?
-
Deleting a Contact
-
Difference between Clients and Contacts
-
Follow a Client and Get Notifications
-
Look up Australian clients by ABN
Add new clients and keep existing ones up to date with official details from the Australian Business Register.
-
Remove Contact from a Client
-
Sending Emails to Clients
-
Switch between clients
Open another client from inside a client without going back to the Clients list, and stay on the same tab.