Client Setup
- How do I use the 'Advanced Search' feature?
- How do I remove a client?
- How do I add a client or client group to the client list?
- How do I add a co-owner?
- How do I create an account for a household that share an email address?
- Can I transfer a client into my portal from another Firm?
- How do I send clients an invitation to their portal?
- How do I merge clients to form a Client Group?
- How do I adjust a Client Group name?