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