Client File
The Client File tab allows you to view a history of your interactions with a client. It also allows you...
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Module 2: Advanced client management
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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... -
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....