Client Management

The Client Account section in CRM for Business offers convenient access to all client-related resources. From this section, access and manage:

• Event Timeline: Displays historical activity around a client account.
• Users: Manage all client-associated users, including creation, editing, and deletion.
• Projects: Oversee client projects, including creation, editing, and deletion.
• Files: View files attached to client projects and attach files for the client. These files are not visible to the client.
• Support Tickets: Lists client-associated tickets and enables easy management, including creation, editing, and deletion.
• Financial: Contains all client financial resources, including:
  – Invoices
  – Estimates
  – Expenses
  – Timesheets
• Notes: Create client-related notes visible to the team but not the client.