Clients

Client Record

• How do I create a client?
• How do I edit a client?
• How do I delete a client?
• How do I create a client custom field?
• How do I view a client’s work history?

Client List

• How do I manage my client list view?
• How do I filter my client list?
• How do I search for a client?
• How do I setup the customer portal?
• How do I log in to the customer portal?