Contacts

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• How many contacts can I have in the system?
• If I change my client's status do I have to send them their login information?
• If I import a list of contacts, are their timezone and currency going to be imported in the Console as well?
• If I import in the Coaches Console lists of contacts that were partially imported before, does the system update the contact entries?
• Is there a maximum number of contacts that can be imported/ maintained in my account?
• Is there an auto-login feature for me and my clients?
• Is there way to add notes on a client?
• It takes a pretty long time to enter clients' birth and anniversary dates by use of the calendar. Can't I just enter those manually?
• What are the differences between the client statuses: Active Client, Inactive Client, Hot Lead, Prospect and Buyer?
• What characters are allowed in usernames for my clients?
• What does the message "The specified username is already in use" mean?
• What is a TEST CLIENT and why do I need one in my system?
• What types of files should I use to import my contacts list?
• Why am I getting spam contact entries and what can I do about it?
• Why would a client who subscribed via my opt-in form not appear in my Prospects list?
• Will I overwrite all my clients' data by importing a contacts file?