Clients / Contacts
There are four ways to access the Edit/View Transactions Screen: Collections Tab, Edit / View Transactions Billing Tab, Edit / View Transactions ...
Fri, 12 Apr, 2019 at 11:51 AM
If you want selected clients on one bill (billed to the parent company), you must set up with the Group ID as the parent. And the subsidiaries must be...
Fri, 12 Apr, 2019 at 1:14 PM
To create customized lists: When you are setting up a new client/contact you can easily assign them to a customized/mailing list that has already been s...
Fri, 22 Mar, 2019 at 1:24 PM
This function can be completed at Clients/Contacts>Manage Contacts and Clients. Pull up the client and then click on the far left bar that has the right-...
Fri, 27 Mar, 2020 at 12:04 PM
Below are the instructions for you to send an email blast from ImagineTime: Go to Clients/Contacts, Client Relationship Management, in the CRM Options, ...
Wed, 25 Mar, 2020 at 1:27 PM
Adding and/or deleting client types: Go to Setup/Utilities Tab>Company Setup>Lookup Lists and then Client/Contact types (found in the Other-Choose Ta...
Thu, 26 Mar, 2020 at 12:47 PM