Clients

• Contacts vs Clients

  In Clientary, a Client is a person, group, or company. In contrast, a Contact is an individual that is associated with a Client. In some cases, you may have one Contact for one Client, but the relationship between Contacts and Clients offers the flexibility to have multiple individuals grouped in...

• Importing and Exporting Clients

  At Clientary, we understand the importance of seamless data integration, which is why we've developed robust importing and exporting features for client data. This guide will walk you through the process of importing and exporting clients using Clientary, ensuring that your data is accurately map...

• Inviting Contacts

  Contacts can be individually invited to log in to Clientary. By default, when a client receives an invoice from Clientary, they're given limited access to the Client Portal to view past invoices and estimates. When you invite a client contact, they're given a password which they can use to log ...