Contacts and clients

Clients, groups, relationships, tags and segments.

For: All staff

Contacts list

The contacts list and its viewsLiveBeing written
All, My Contacts, People, Organizations, Client Groups and Archived.
Add a contactLiveBeing written
Person, Organization or Client Group; contact type cannot change later.
Import contacts from a CSV fileLiveBeing written
Bring a client list in from a spreadsheet.
Export contactsLiveBeing written
Download all or selected contacts.
Update many contacts at onceLiveBeing written
Bulk tag, type, client owner and manager, create work, delete.

Tour of a client recordLiveBeing written
Timeline, Work, Time & Budget, Billing, Documents, Details and Relationships.
Post a note on a client timelineLiveBeing written
Record a call or meeting.
A client's workLiveBeing written
Every open job for the client.
A client's documentsLiveBeing written
From client, shared with client, and folders.
Edit client details and the client teamLiveBeing written
Basics, contact details, client owner and manager, cards and custom fields.
Relationships: directors, trustees and familyLiveBeing written
Link people and entities, like the MYOB AE Associated tab.
Client groups and membersLiveBeing written
Group a family or business group and see its members.
Archive, restore or delete a contactLiveBeing written
Keep the list current without losing history.
WIP and billing figures on a clientMYOB AE firmsBeing written
In a MYOB AE firm these tabs show MYOB AE figures, never retyped.

Tag clients and client groupsLiveBeing written
Your own tags, applied in bulk and used to filter and group lists and reports.
Manage tagsLiveBeing written
Create, colour, rename, merge and delete tags.
Segments: saved client listsLiveBeing written
Save a filtered list of clients to reuse and share.