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 ...
Quickly Add New Contacts and Accounts When Uploading a File
When uploading files you can quickly add and invite new Contacts and Accounts. Click +Add New. Click File. Click on the To field. Under Recipient, type in the new contact's name. Click the blue + button. Add an email address & click Save. ...
Restricted Accounts are accounts that only Firm Admins can access. Any Firm Admin can mark an account restricted. Firm Employees and Specialists will not see the accounts nor will they be able to filter by Restricted Accounts. However, ...
How to Create a Contact
There are two ways to create a Contact: Method 1: Click +Add New in the upper-left of the screen. Click Contact. Fill out the pertinent information. Scroll to the bottom and click Create Contact. Method 2: Click on the Contacts page on the left-hand ...
How to Add Employees
Note: To add an employee, you must be a Firm Admin. Click the ellipses (3 dots) in the bottom left corner. Click Admin. Click Users. Click the Employees tab in the top of your screen. Click + Employee. Fill out the employee's First Name, Last ...