A quick tour of the client list. How it works and how you might use it.
This tour will show you how the client list works and how you might use it. Highly recommended if you're new to onkho.
Topics covered include:
- How to get to the client list
- Finding, sorting and filtering clients and contacts
- How to perform actions on multiple clients or contacts at the same time
- How to tag clients or contacts to group or classify them
To access the video, click here.