Manage your To-Do’s right from your To-Do List.
Managing Your Contacts
The sticky rolodex is the best way to search for a contact in your database. Learn how it works, along with the other ways to navigate the system.
How to attach files to a Contact Card.
Related Contacts can be friends, business relations, family, etc…
“Pin” important notes to the contact card.
Use your iPhone or Android.
Shows how the Referral Tree is automatically created.
How to attach a client photo to the contact record.
How the to-do functions work.
Using your calendar.
What you can do with a group of contacts in ClientTouch.
Set up your database so you can easily work with your groups.
A detailed tour of the contact record screens.
Learn the different ways to navigate the system.
This is the first video you should watch. This video will get you started.