Add and edit clients
Create a new client with registry autocomplete, assign team members with roles, set client preferences, and edit existing client records.
Clients & Contacts
Add and manage clients, contacts, and relationships.
All articles
Section titled “All articles”Anti-money laundering (AML) compliance
Enable the AML app to add compliance fields to client records and automatically create reminder tasks when identity documents or risk profiles are about to expire.
Client and contact custom fields
Add custom fields to client and contact records to capture information beyond the built-in fields — tax IDs, compliance dates, preferred language, or any firm-specific data.
Client groups and organization
Create client groups to categorize clients by industry, region, or tier. Use groups to filter reports, invoices, dashboards, and monitoring targets.
Deactivating vs deleting a client
Understand when to deactivate a client (reversible, history preserved) vs delete one permanently (Company Owner only, cannot be undone).
Import and export clients
Import clients and contacts from Excel using column mapping and a preview step, update existing records by registration code, and export your client list or contacts as CSV.
Managing contacts
Contacts are the people associated with a client company. Add them to client records, assign roles, grant Client Portal access, and send portal invitations.
Notes and note templates
Write notes on clients, team members, suppliers, and projects. Classify by type, pin important ones, restrict access, attach files, and use templates for recurring note structures.
Suppliers
Enable the Suppliers app to manage vendors, partners, and subcontractors. Define supplier types with custom fields, add supplier records, and keep notes on each one.
The client list
View, filter, sort, and act on all your clients from the central client list. Customize visible columns, use bulk actions, and add or import clients.
Understanding the client view
The client view organises all client data into four tab groups — Client tasks, Activity, Files, and Financials. Learn what each section contains and how to navigate between them.