How Do I

How Do I… Refer-A-Friend

Tell a friend about AllClients and get a reward Video Transcript Here at AllClients, we have a Refer- A- Friend Program. If you’re using the

How Do I… Handle Duplicate Contacts

What to do with duplicate contact records Video Transcript Let’s talk about Duplicate Contact Records. Sometimes, it’s difficult to determine what a duplicate is. Is

How Do I… Add a Contact

Add contacts to the database Video Transcript Let’s add a contact to our database. By the way, if you wanted to add a group of

How Do I… Customize the Dashboard

Create a Dashboard that tracks the things most important to your business. Video Transcript Your car’s dashboard tells you what’s going on under the hood.