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Client managment

Client managment

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14 articles in this collection
Written by Thao Nguyen

Add multiple addresses for a client

Organilog allows you to link several addresses to a single client.
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Written by Thao Nguyen
Updated over a week ago

Change a client's primary address

Management of primary and secondary addresses
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Written by Thao Nguyen
Updated over a week ago

Create a shortcut to Client Portal

Help to easily access the Client portal on your computer or mobile app
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Written by Thao Nguyen
Updated over a week ago

Create multiple contacts for one client

How to link several contacts to a single client
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Written by Thao Nguyen
Updated over a week ago
Good to know

How to use Sales management module?

A revolution for managers and their sales people who can now rely on tools to make sales forecasts.
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Written by Thao Nguyen
Updated over a week ago

Client Portal Management

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Written by Thao Nguyen
Updated over a week ago

Send email to multiple recipients

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Written by Thao Nguyen
Updated over a week ago
Contract management

Sign a contract online

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Written by Thao Nguyen
Updated over a week ago

How to manage an annual contract?

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Written by Thao Nguyen
Updated over a week ago
Advanced use

Add VAT tax rate for individual client

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Written by Thao Nguyen
Updated over a week ago

Set a custom hourly rate for a client

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Written by Thao Nguyen
Updated over a week ago

Newsletter subscriber management

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Written by Thao Nguyen
Updated over a week ago
Organilog - Knowledge Base
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