FAQ
- How to update company profile in the Back-Office Dashboard?
- How to view or add/delete contacts for a client in the Back-Office Dashboard?
- How to upload notes related to clients on the Back-Office Dashboard?
- How to invite clients to access client web portal on the Back-Office Dashboard?
- How to change the client's primary email address on the Back-Office Dashboard?
- How to turn on auto email reports for a client on the Back Office Dashboard?
- How to upload files related to clients on the Back-Office Dashboard?
- How to create client profile on the Back-Office Dashboard?
- How to remove or archive clients from the Back-Office Dashboard ?
- How to import client data to the Back-Office Dashboard?