Clients

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

In some situations you may offer a $0 subscription or membership (ie. complimentary). For this to be processed, it needs...

If you have an email you wish to save as a client attachment in your Microsoft Outlook, you can export...

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

When looking up a client in Client Management module you can click on the left hand side of the client...

Profiler gives you the ability to store custom data against the client, you may wish to store multiple values against...

In some situations you may want to delete a client in Profiler. It is preferable you make them inactive or...