Clients Main

All Clients

In the client section you can see all clients info and a clearer lists of client’s domains and ‘value’. 

Domains & Fixed Value

On the client table next to each client, you will follow client’s domains and client’s fixed incomes, expenses and total yearly fixed value.

Follow notes

Next to the client name you will find your client ‘Follow note’. Use it to follow client payments or any other important note.

Follow notes tab

You can filter the results by ‘Clients Follow Notes’ to easily follow your tasks and client notes.

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