The Client Library

What is the Client Library?
The Client Library caters for private, corporate and trust clients and can be accessed from the libraries dashboard by clicking on the Client Library icon. ...
Thu, 13 Jan, 2022 at 11:35 AM
Is there a limit on the number of clients I can store in my Client Library?
No. You can store as many client records in your Client Library as you need.
Thu, 16 Aug, 2018 at 12:17 PM
How do I access a client's reports?
Reports are automatically saved against the client(s) they have been created for, and can be accessed at any time by clicking write / view report from the m...
Thu, 30 Jan, 2020 at 11:30 AM
How do I delete a client from the Client Library?
This is easy. 1. Go to the Client Library via dashboard>libraries. 2. Locate the client using the client name search. 3. Click the accompanying del...
Thu, 30 Jan, 2020 at 11:32 AM
How do I switch the ownership of a client and their reports to another user within my account?
When you switch the ownership of a client to another user within your account, the reports attached to that client will be automatically switched to that us...
Thu, 13 Jan, 2022 at 11:31 AM