Client Hub is thrilled to introduce a revamped Client Details page that not only sports a fresh look but also offers a more efficient way for you to consolidate all your client and contact information in one centralized location. This update is designed to help you keep all your client and contact information in the same management system you use for client communications and internal work, providing you with a seamless experience.
Client Hub now features a standard set of fields for both clients and contacts, ensuring consistency and clarity in your records. Want to customize the information you see on the Client Details page? No problem! Head over to the Client Setup section within the new Setup & Settings page to manage your preferred fields. Beyond the default options, you can also create custom fields to cater to specific information you'd like to keep readily available.
For clients already added to Client Hub, updating information is a breeze. Simply click on the "Edit Values" link on the Client Details page, and a convenient slider on the right-hand side will allow you to swiftly enter and modify details. Managing information for existing contacts is just as straightforward – click the "More" link to update relevant fields.
Introducing our brand-new import feature, located on the Setup & Settings page, which facilitates the addition of new clients to Client Hub. Easily import client information and contacts, streamlining the setup process. For existing clients, importing contacts is a cinch. Once imported, you have the option to invite them as users in Client Hub with a single click or simply leave them as contacts associated with the client company.
Ready to dive in? Click here to learn more about the import feature and to access our handy spreadsheet template.
With these enhancements, managing your clients and contacts has never been more straightforward. The improved Client Details page and import feature ensure that all the information you need is housed in one convenient location. This not only streamlines your workflow but also makes the setup process a breeze for new Client Hub subscribers.
