FAQ's
7 articles
- 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