Clients

Profiler gives you the option for when creating non-personal clients (ie. businesses/organisations) to remove the ability on the client entry...

When you are making a client Inactive – you can give a reason why you are making this client inactive....

When creating a new interaction against a client the initial option is a list of interaction types. By default, Profiler...

You can store against each client any number of Role Codes. This allows for you to give attributes to what...

If you have a scenario where you want to merge the clients allocated on one role code onto another already...