Clients/Contacts

Where is account history?
Click on Clients from the home page and click a client (I’m using “click” but I mean “tap” of course) and it will expand.   There is a tiny red “history” lin...
Thu, Nov 8, 2018 at 1:27 PM
How can I keep track of client formulas and other information?
On almost every place you see a client button or link there is easy access to that information.  For example, on the Clients page, expand the client and cli...
Thu, Nov 8, 2018 at 1:30 PM
Client Management Video
Here is a brief video explaining the client management part of the app. https://youtu.be/vD8rCqloI-s
Wed, Jan 2, 2019 at 5:45 PM