Guides
Client & Contact Management
Manage your clients and contacts
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Add a Client
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Add a Contact
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Add UK clients from Companies House
Add new clients and keep existing ones up to date with official details from Companies House.
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Archive a Client
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Automatically add Contacts to Client Requests
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Can a Contact be added without being linked to a Client?
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Deleting a Contact
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Difference between Clients and Contacts
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Follow a Client and Get Notifications
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Look up Australian clients by ABN
Add new clients and keep existing ones up to date with official details from the Australian Business Register.
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Remove Contact from a Client
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Sending Emails to Clients