Client Entry, Management
How to add, edit and manage clients within your account
By Robert and 1 other2 authors12 articles
How to add clients to your Gigabook account
How to edit client information
How to delete and undo deletion of a client.
How to import client list
How to assign a staff member to clients
How to send email to clients
How to merge duplicate client records
How to customize client view
How do I log interactions with clients?
Downloading client record from your client page
Downloading, retrieving, exporting or backing up your client list in GigaBook
Review client records and data