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Client management
Client management
By Thao
1 author
14 articles
Manage multiple addresses for a client account
Change a client's primary address
Create a shortcut to Client Portal
Create multiple contacts for a client account
Manage a client account
Good to know
Create a client account
How to use Sales management module?
Client Portal Management
Send email to multiple recipients
Contract management
Sign a contract online
How to manage an annual contract?
Advanced use
Add VAT tax rate for individual client
Set a custom hourly rate for a client
Newsletter subscriber management
