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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 copy an existing Contact to a new Client?
Navigating the Work tab on the client page
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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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Using client contact roles
Adding multiple emails to a contact
How do I add images to notes?
Working with client documents
Becoming a Senta Client
Senta News & Views
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