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

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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

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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