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 below the search panel.
To view or export client contact information, go to the search screen, select your filters and click "Get Client Info" button. The client list with their contact information will be listed below the search panel. If you like to export the client list to an Excel file, click on the "Export to Excel" button on the search result panel.
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 ...
Client Level Files
Client level files are files you want to share with your client, but do not belong a particular project. For example, you may wan to upload client information sheet that has information that is relevant to all projects. To upload files at the ...
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 ...
Adding new clients
To see how to add a new client in Clarity, please watch this short video.
To see how the client portal works, please watch this short video: