Contact Cards and How to Use Them
When viewing the Contacts tied to an Account, use the Contact Card to easily navigate to the Contact overview. Here's how: 1. Click on the Accounts page on the left side of the screen. 2. Use the search bar at the top of the list to search for a ...
Contact Overview in FirmDash
Easily access Contact Profile overviews in FirmDash. The Contacts page shows the status of the client (Not Invited, Invited, Active, Inactive) and allows you to search for a specific record. Each Contact record displays demographic information, ...
Billing Contact, What Does That Mean?
Making a contact a Billing Contact, grants a Contact viewing privileges of their Account Billing. There can be multiple Billing Contacts per Account. As an Billing Contact, Contacts have access to the following Account information: Overview of ...
Relationship Between Accounts and Contacts Overview
Relationships tie your Contacts and Accounts together. Relationships can be added to the Account OR Contact level. For example, if you have a Contact that is related to multiple Accounts, you can relate the Contact to each Account and label the ...
How to Edit Contact Information
Click the Contacts page on the left of the screen. Search for the Contact and click to view their record. Click the ellipses (three dots) in the upper right-hand corner. Click Edit Contact. To edit Additional Details, click the down-arrow on the ...