Clients, Communications, and Tasks

The following client-related topics are contained in this chapter:

Clients

• Introduction to Clients

• Features of Client Records

• Managing Clients

• Loyalty Program

• Client Wizard

Communications

Letters

• Features of Letter Records

Email and SMS Text Messages

• Features of Email Messages

• Setting up Incoming Email

• Features SMS Text Messages

• Setting up SMS Text Messaging

Phone Calls

• Features of Phone Call Records

• Managing Phone Calls

Tasks

• Features of the Task Records

• Managing Tasks