Client Reports and Client Record Exports
The best way to generate client reports is to use the client search screen. On the Client Search screen, use the filters to get the data you want about a client, then click the "Search" button. The list of clients you selected will be displayed ...
Client Record Configurations
Client Administration allows you to customize client records in Clarity as well as manage content viewable by clients. Client tags, phone types, delivery types can be customized in the system . You can also make worksheets and other useful files ...
Add a To Do Item
The To Do items can be added from 3 different locations: The To Do list on the "My Dashboard" page Client Record - use the "Add To Do Item" Button found in the top right corner of the client screen Project Record - use the "Add To Do Item" Button ...
Manage a Client's Recurring Projects
To manage a clients recurring project, go to the client record and scroll all the way down past the project list and you will see the list of recurring projects: From that list you can click on the project prefix name and modify the schedule as ...
To see how the client portal works, please watch this short video: