Client Role Start and End Dates
Clients can have start and end dates for roles when they are added. These are noted as “Start Date” and...
Clients
Articles relating to the setup and management of Clients
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Email a Payment Receipt to a Client
You can email an individual payment receipt to a client (who has made a previous payment) via the Client >... -
Client Acquired (Added) Reasons
This article defines how you can set up clients with their reason for being added to Profiler. This is a... -
Attachment Types
When uploading attachments to clients vla Clients > Attachments there might be common types of attachments that it could be.... -
Adding Colour to a Role Code
If you wish a Role Code assignment to stand out in the display list, you can define the background and... -
Business Types
When defining a non-Personal client, you can define an optional field in both the Create New Client and in the... -
Creating a Task during RAPID membership (MEM) processing
You can set up that when all new (or existing) MEM payments are created via RAPID, a task or task... -
Searching by Custom Fields
You can enable your fields to be searched on on the client tab. By default all fields will not be... -
Expiring Mailing List subscriptions on making Client Inactive
By default when a client is made inactive, a snap shot of their subscriptions to mailing lists will be kept.... -
Display Receipt ID rather than Payment ID
When viewing a Client > Payment you will see a list of all the payments the client has made Each...
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