Client Management
Client Directory
The central directory of customers with addresses, contacts, grouping and tags, connected to their pools, routes and billing.
Where to access
Open Client Directory from Client Management.
Related
How it works
- Search and browse all customers with quick access to their details.
- Maintain addresses, contacts, groups and tags.
- Open a customer to reach their pools, visits, billing and history.
- Use search and autocomplete to find anyone instantly.
Tips
- A well-organized directory with tags makes segmentation, routing and campaigns far easier.