How do I filter specific activities in the client file?
When dealing with regular visitors their client file will build quickly and it can be difficult to find particular information....
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Module 2: Advanced client management
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How do I add an attachment to a client file?
Sometimes, there are certain documents, images or other files you want to link against a client file. You can do... -
How do I anonymize client data?
According to the GDPR every individual has the right to be forgotten. Which means that the data of the client...