Clients Management (12)

Clients Management is a Private zone in Topsail. It is a directory of all Clients for your Business.

About Clients Management

Modified on Thu, 16 Feb, 2023 at 2:02 PM
How do I set up a new client?

Modified on Thu, 16 Feb, 2023 at 2:06 PM
How do I add client details?

Modified on Thu, 16 Feb, 2023 at 2:06 PM
Which fields are mandatory when setting up a new client?

Modified on Thu, 16 Feb, 2023 at 2:07 PM
How can I attach branding to a new client profile?

Modified on Thu, 16 Feb, 2023 at 2:07 PM
How can I add additional client contact details?

Modified on Thu, 16 Feb, 2023 at 2:08 PM
How do I maintain client information and the Client Journal?

Modified on Thu, 16 Feb, 2023 at 2:09 PM
How do I archive a client or make them inactive?

Modified on Thu, 16 Feb, 2023 at 2:10 PM
How do I delete a client?

Modified on Fri, 29 Dec, 2023 at 12:03 AM
Why would I need to add Xero account details?

Modified on Thu, 16 Feb, 2023 at 2:11 PM