Client Database
Organize all your client information in one place
23 articles
- Your Client DatabaseSecurely organize all your client information into one place so it is easy for your team to access
- How to customize my client dashboard/database viewHow to customize your client dashboard / database view
- Client ProfileStore all your client information in one place so it is always easy to find
- Organize Your Clients Into GroupsCreate client groups to organize your client base and filter your workflow
- Import your client list with a CSV fileEasily import your clients in seconds with a CSV or excel file
- Store any type of client data with custom fieldsCreate custom fields to store any type of client information on their profile
- Securely store passwords and security questions for client's appsHow to store passwords in Financial Cents
- Import Your ClientsHow do I add my clients to Financial Cents?
- Client RelationshipsLink related clients (spouses, business partners, parent companies, subsidiaries) so your team has the full picture of every connection in one place.
- Client Vault - Securely store passwords in Financial CentsHow to securely store passwords in Financial Cents
- Customizing your client database dashboardHow to customize what shows on your client database dashboard
- Importing your clients from QuickBooks OnlineEasily import your clients into Financial Cents from QuickBooks Online in seconds
- How to import clients from other software into Financial CentsHow do I move my clients from another software solution to Financial Cents?
- Updates to client notesEasily store all your client notes and info on your clients' profiles
- Customize your dashboard & Client Group filtersNew features include the ability to customize your workflow dashboard and filter projects by your client groups
- Securely store client passwords in Financial CentsSecurely store client passwords, credit cards, and more in your client vault
- How to add custom fields to the client's profileHow to add custom fields to your client database
- Add multiple emails/contacts to a client's profileHow to add a single or multiple emails to a client's profile
- How to add client notesOrganize important client notes in Financial Cents
- How to pin a note on a client's profileHow to pin important client notes
- How to mark clients inactiveMark your clients inactive in Financial Cents
- Importing Custom Client Information into Custom FieldsHow to import all your client information outside of our default fields
- How to import your clients with their client groups