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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How do I access the report that shows me my active clients?
If you want to keep track of your active clients, you can. There is a pre-set report in Animana that... -
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.... -
Client Data – Extra addresses
In the Client Data – Extra addresses tab you can view, add and edit extra addresses associated with a client;... -
How can changes in client data be automatically mentioned?
A client’s data may change occasionally. If you want, Animana can automatically mention changes on a client’s address, bank account... -
How do I edit a contact?
Information pertaining to an existing contact, such as names, phone numbers and addresses can be edited via the Client Data tab....