![]() | How To use the Client Contact List |
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The Client Contact Manager is a client database that you can create and maintain. You can add clients to this database via the Web-Based Questionnaire if you are using the SE Edition. Here's how to get to this window:
This window provides two options: Information and Export. While in the Information mode, double click any name to add or edit their contact information.
You can also import client names from your web-based questionnaire (SE Edition only) by using the Web Profiles option (shown above to the right of the Contact List button). This topic updated 07/16/2015 |