Client Management (Groups & Tags)
- Getting started: Client groups
- Active and Archived Clients
- Merge clients
- Client Tags
- Change a Client's Group
- Delete a Client Account
- Link Client Accounts to Indicate Relationship
- Add a Contact to a Client's Account to Receive Notifications
- Change a Client's Email Address
- Client Legal and Preferred Names
- Difference Between Linking Accounts & Adding Contacts
- Tags Manager Page
- Client's Email Address Already In Use