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FAQs
Client Log
Client Log
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Can I attach a file to notes anywhere under the client's menu?
Are Client Log entries saved automatically if I forget to save them?
Can a client email his notes into the Client Log or does s/he have to login and write those notes in the browser?
How can I upload a document and place it in a specific client's file, but NOT allow them to view it?
Can you explain the benefit of the Client Log as a tool?
Can I post a message in the Client Log of multiple clients at once?
How can I find a specific entry in my Client Logs?
The links posted by my clients in their Client Log don't work when I click on them. Why is that?
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Client Log
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