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  3. Clients

Clients

  • How to filter To-dos
  • How to manage Client workspace requests
  • How to use the Advanced Search feature
  • How to create an entity as a client and add connections from your portal
  • How to bulk assign staff to clients
  • How to enable/disable MFA for clients individually
  • How to export your Client list to CSV
  • How to add, edit or complete a To-do
  • How do I add a client group?
  • 5 top tips for managing clients
  • How do I ungroup clients?
  • How to invite one or multiple clients to the portal
  • How do I use the filter in client To-Dos?
  • How do I merge clients?
  • How do I assign staff to client files?
  • How do I add a co-owner?
  • How do I perform bulk actions on the client list?
  • How clients can activate their portal
  • How do I edit property details on a clients' behalf?
  • How to enable and disable multi-factor authentication (MFA)
  • How do I remove (unlink) a client from my Portal?
  • How do I use the filter on client Goals?
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