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Clients and client pages
Importing clients & contacts
Updating existing client records with an import
How is the CSV import file organised?
Setting up clients
Choosing how to add your clients to Senta
Do my clients need to have an account manager?
How do I set up automatic numbering for client references/IDs?
How do I copy an existing Contact to a new Client?
Navigating the Work tab on the client page
See all 7 articles
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 clients list
Displaying fees information on Client Lists
See all 12 articles
Using client contact roles
Adding multiple emails to a contact
How do I add images to notes?
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