Clients

This article defines how you can set up clients with their reason for being added to Profiler. This is a...

When you are looking at any Client under Client > Overview you have a number of options to limit contact...

At times you need to limit interaction with clients (at their request) – Profiler provides two options for this on...

You can set up that when all new (or existing) MEM payments are created via RAPID, a task or task...

Profiler has built in templates which can generate a number of different types of envelopes for a single client (along...

You can enable your fields to be searched on on the client tab. By default all fields will not be...

From Profiler 9.11 onwards, we now support multiple “people” that might be inside a client (under the Client > People)...

From Profiler November 2021, a Dynamic List is automatically created once you have defined your source codes for your Subscription/Membership...

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

When you run a report and get a list of clients back based upon a criteria – you can save...