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Clients and client pages

Importing clients 3
  • Importing clients & contacts
  • Updating existing client records with an import
  • How is the CSV import file organised?
Setting up clients 6
  • Choosing how to add your clients to Senta
  • Do my clients need to have an account manager?
  • How do I copy an existing Contact to a new Client?
  • Navigating the Work tab on the client page
  • Contacts tab
See all 6 articles
Client lists 12
  • Using client lists
  • Exporting data from the Client List
  • How do I bulk update fields in the client list?
  • Viewing all contacts for each client in the client list
  • Displaying fees information on Client Lists
See all 12 articles
Contacts 3
  • Primary contacts
  • Using client contact roles
  • Adding multiple emails to a contact
Notes 1
  • How do I add images to notes?
Client Documents 1
  • Working with client documents

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