Client Management (9)

Articles relating to the management of client matters

Access & Download Settify Documents (Video)

Modified on Fri, 17 Jan at 4:05 PM
Client Not Showing Up on Admin Client List

Modified on Tue, 6 Aug, 2024 at 8:40 AM
Deleted Client Records

Modified on Fri, 17 Jan at 3:09 PM
How to Describe Settify to Phone Enquirers

Modified on Tue, 21 Jan at 2:47 PM
How to Invite a Client Back to Complete Their Settify Induction

Modified on Fri, 17 Jan at 3:03 PM
How to Unfreeze a Client's Record

Modified on Fri, 17 Jan at 3:07 PM
Not Receiving Client Notification Emails

Modified on Tue, 6 Aug, 2024 at 8:14 AM
Overview of the Settify intake for end-users (Video)

Modified on Fri, 17 Jan at 3:58 PM
Settify's Assets and Liabilities Schedule (Video)

Modified on Fri, 17 Jan at 4:18 PM