Concepts

Clients and Contacts
What's the differences between Clients and Contacts? A Contact is anyone who you may need to get in touch with for your business. That means Contac...
Thu, 22 Feb, 2018 at 1:10 PM
Prospects
Prospects are a special status for Contacts and used in onboarding. Find out more here. Prospects are a special type of Contact that is used to identify...
Sun, 7 Oct, 2018 at 2:22 PM
Activity Feed
What's the feed? How does it work and why is it important? The Activity Feed is a social feed (think Facebook, LinkedIn etc.) related to a Contact ...
Fri, 26 Jan, 2018 at 8:00 AM
Services and Jobs
Find out how Services and Jobs are related and why they're not the same. A Service in Onkho is a headline description of something that you do for a ...
Mon, 19 Feb, 2018 at 2:38 PM
Planned Dates vs Due Dates
Jobs have planned dates and due dates. Find out why. So Jobs have 2 important dates: The Due Date of a Job is the date by which the Job must be com...
Wed, 24 Jan, 2018 at 11:28 AM
Insights
What is an Insight? An Insight is the answer to a question that helps you make a decision or take an action. The question you want answered depends ...
Tue, 20 Mar, 2018 at 9:41 AM
Agreements, Fee Plans and Terms of Business
Agreements, Fee Plans and Terms of Business all relate to the onboarding of Clients. Find out what they are. An Agreement establishes a contract between...
Sun, 7 Oct, 2018 at 1:55 PM
Relationships
Understand what a Relationship is.....in onkho! So, in real life there are Relationships between your Contacts that are important to keep track of. A Re...
Tue, 20 Mar, 2018 at 10:00 AM