Working with clients and contacts
How to set up your clients so you never miss a deadline and keep their business.
What types of client are supported by Onkho? It's very important that when you create a Client, that you choose the right type. That's because y...
Thu, 22 Feb, 2018 at 11:10 AM
Legal Name vs Trading Name vs Display As When you add a Client (or Contact) you will come across different types of names. Let's explore what they a...
Thu, 22 Feb, 2018 at 11:28 AM
How do I add a Client? Learn how to add a client by watching is video. Topics covered include:
The difference between legal name, trading name a...
Thu, 22 Feb, 2018 at 12:01 PM
How do I add a Client using Companies House? Learn how to add a client using Companies House by watching is video. Topics covered include:
Fi...
Thu, 22 Feb, 2018 at 12:02 PM
How do I add an existing service to a client? Before a service can be assigned to a client, it must first be added to your service catalogue. This catal...
Tue, 20 Mar, 2018 at 3:38 PM
Editing the Client Page 1. Client Page 2. Click on ••• 3. Edit Jobs Management Client Manager: Select who will manage this client (no one, tea...
Tue, 13 Nov, 2018 at 1:59 PM
Understand how to create a Relationship between your clients & contacts! To set up a relationship in your onkho please follow the steps below: ...
Mon, 11 Mar, 2019 at 10:15 AM
A contact's activity feed can be viewed as conversations or as items A contact's activity feed is displayed by conversation by default. This mea...
Wed, 17 Jul, 2019 at 12:01 PM
After you've created a Client it may become necessary to change their type, perhaps because their circumstances have changed or they were set up incorre...
Wed, 3 Jun, 2020 at 9:36 AM