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 into a Client. Depending on your use of Clientary, a Contact may represent individuals at a company or individual contact points for a single person.

Each Contact is mainly identified by a unique email and each Contact may optionally be invited to log in to Clientary to access the Client Portal.

Sep 23, 2022

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