Client List
- How do I change my firm's default client portal views?
- How do I manage staff permissions to client accounts via the Client list?
- How do I add a team member or Authorised User to a Client's account via the Client list?
- How do I set a default client onboarding form?
- What is an External Client and how do I remove myself as a guest from an External Client's Team?
- How do I view my client's tracked goals?
- How do I export my client list to CSV?
- How do I import clients, staff members and entities in bulk?
- How do I perform bulk actions on the client list?
- How do I assign staff to clients in bulk?
- How do I view and/or edit a client's portal?
- How do I unhide a client to reappear in the client list?
- How do I hide a client from my Client list ?