See all client interaction in one place.
complete
idan kadosh
complete
Boaz Schonherz
Hey Michelle Lewis
In the new Client's page, we’ve added a new Client History tab.
This tab gives you a centralized view of all past activity related to a client, including:
- Jobs
- Leads
- Calls
- Invoices
- Estimates
- Payments
- Service plans
- Notes
- Locations
Everything you need — all in one place.
Thank you,
Boaz / Product
Bill Malone
Boaz Schonherz This is great, but I can't seem to figure out how to set a parent client now. Was that feature removed with this upgrade?
Boaz Schonherz
Bill Malone
Please follow these steps:
- Go to the Clients page.
- Click the three dots next to the client's name and select 'Edit Client Info.'
- Assign a Parent Client.
Bill Malone
Boaz Schonherz Thank you! I guess I didn't scroll down that far.