Back to University

Clients and client details pages

In this tutorial, learn how to use the Client page with search, filters, and exports. We’ll also discuss the client details page, where you can see a single client’s information all in one place. On the client details page, you can manage custom fields and client payment information, and you can access client-specific data from all modules enabled in your portal (Messages, Files, etc.)

Related videos

video
main-logo
video
main-logo
video
main-logo
video
main-logo