Summary TabThe Summary tab in the Client Profile contains an overview of the client's details, billing and service information, and management quick links.
Users and Client AccountsThe user management system can grant access for a single client's services, billing, and support to multiple users with separate logins.
Add and Associate UsersAdd users manually, associate them with existing clients, and change the client account owner. Users own and manage client accounts.
Match User and Client DetailsMake sure the details for a user and an associated client match by updating them manually. These details do not automatically sync.
Profile TabThe Profile tab in the Client Profile lists the client's contact details and account options.
Users TabThe Users tab in the Client Profile lists all of the client's users and allows you to manage them.
Contacts TabThe Contacts tab in the Client Profile lets you add, view, and manage client contacts, allowing email messages to go to additional recipients.
Products/Services TabThe Products/Services tab in the Client Profile lets you view and manage client services.
Domains TabThe Domains tab in the Client Profile contains details and management options for all of a client's domains.
Billable Items TabThe Billable Items tab in the Client Profile contains a list of all a client's billable items and allows you to add time billing.
Invoices TabThe Invoices tab in the Client Profile allows you to view and manage all of the client's invoices.
Quotes TabThe Quotes tab in the Client Profile lists the client's existing quotes and allows you to edit them or create a new quote.
Custom FieldsCustom fields collect additional information from or about your clients. You can set them as admin-only or make them visible to clients.
Transactions TabThe Transactions tab in the Client Profile lists statistics on the client's transactions with options to create or manage individual transactions.
Log TabThe Log tab in the Client Profile lists entries from the Activity Logs that relate to the client.