The Summary tab in the Client Profile contains an overview of the client's details, billing and service information, and management quick links.
The user management system can grant access for a single client's services, billing, and support to multiple users with separate logins.
After purchases or other events, the system sends a message to the client using an email template. You can also email clients manually.
The Profile tab in the Client Profile lists the client's contact details and account options.
The Contacts tab in the Client Profile lets you add, view, and manage client contacts, allowing email messages to go to additional recipients.
Stay in touch with your customer base by configuring email campaigns to automatically send messages to clients who meet your set criteria.
Troubleshoot and resolve The following recipients failed errors.