Logo
Submit a request
  1. Arken.legal
  2. Managing Clients

Managing Clients

Learn what it takes to create, edit and search for you clients.

Data Entry

  • Entering specific gift descriptions for pick lists
  • Entering address details for pick lists
  • Entering beneficiary or appointee details for pick lists
  • Creating data entry pick-lists

General

  • Amending details of an existing client
  • How to create the spouse/partner's profile
  • Creating a new client
  • Finding a Client
  • What is the Client Manager?
Arken.legal
Powered by Zendesk