CREDBIT PRACTICE KNOWLEDGE HUB
Clients & contacts
Client records, groups, contacts and access.
Clients & contacts
5 resourcesArticle · clients contacts
Create a well-structured client record
Gather the identity and contact information relevant to the engagement.
Article · clients contacts
Use client groups for portfolio work
Groups help your practice work with a defined set of clients.
Article · clients contacts
Understand client deactivation
Deactivation should preserve historical records while pausing the current relationship.
Article · clients contacts
Verify a client contact before enabling login
A contact record and an internal team user are different access relationships.
Article · clients contacts
Check for duplicate client records
Duplicates can split work, files and billing history across multiple records.