Clients
- How to Create a Client Birthday Report
- How to Delete a Client, Community, or Referral Source
- How to Customize SignWise Request Emails
- How to Hide a Community from the Find Ideal Communities Tab
- How to Untrack a Community Contact as a Referral Source
- How to Start the New Move Process
- How to Switch Between a New and Old Move
- How to Adjust the Live Link Label
- What to Do When a Potential Duplicate Client is Detected?
- How to Create and Send/Log an Invoice
- How to Use Email Placeholders
- How to Edit a Preferred Name
- How to Create a Custom Report
- How to Change Custom Report Columns
- How to Use Custom Report Summaries
- How to Edit Client Statuses
- How to Customize Client Intake PDFs
- How to Bulk Add/Remove Ideal Communities
- How to Transfer a Client to Another Agency
- How to Share a Client Input Form