Clients
- How to Log Client Activity in EZFacility Classic
- How to Set Up Referral Categories in EZFacility Classic
- Online Webinar - Client Management in EZFacility Classic
- Online Webinar - Setting Up Client Relationships in EZFacility Classic
- How to Create Activity Subjects for Tasks and Activities
- Merging Duplicate Clients
- Searching For a Client
- Client Management
- How to Export Client Demographic Information
- Establishing Relationship Between Clients
- Creating a Task
- Assigning a Membership Number
- Add or Edit Client Categories
- Email Verification and Subscriptions For Clients
- How to Add a Client's Photo to their Account
- Managing Email Subscriptions on a Client's Profile
- How to Generate an ID Card