Client management- upload client

Created by Emily A, Modified on Tue, 29 Apr at 4:36 PM by Emily A

This tool offers a seamless solution, enabling the creation of client profiles with ease. Moreover, managing bulk clients provides the convenience of uploading information through an Excel template. This introductory guide will walk you through the process, ensuring a smooth transition to efficient client management within the client master grid.



Accessing the Upload clients feature:

Download the template, fill in the client details, and upload the completed file using the upload option and click on "view client". 

Uploaded clients will be displayed in the master grid.

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