Clients
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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...
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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 ...