Clients
- How can I grant Single Sign On (SSO) from myprosperity to Class Client View for my clients?
- How do I unassign, edit, or set a staff member as Primary?
- How do I assign staff to a client?
- How do I delete a member/Contact?
- How do I edit Members & Contacts?
- How do I add members and contacts
- How do I view a client's information?
- How do I add a client?
- How do I add an entity as a client?
- What are the bulk actions available
- How do I create a tag?
- What are tags?
- How do I tag a client?
- How do I filter in the Client list?