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Clients Settings
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Created by
Camille Marshall
, last modified on
Sep 13, 2017
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This page contains sections for each Ubersmith Clients Settings section.
Clients
Adding Client Relationship Types
Adding Client Tags
Adding Custom Client Fields
Adding Custom Contact Fields
Configuring the Client Manager General Settings
More Topics
Services
Adding Custom Service Fields
Adding Rate Plans
Adding Service Plans
Adding Service Plan Upgrades
Configuring SSL Providers
More Topics
Billing and Payment
Adding Billing Agreements
Adding Billing Periods
Adding Contract Terms
Adding Late Fee Schedules
Configuring Billing Settings
More Topics
Taxes
Adding Tax Authority Numbers
Adding Tax Engines
Adding Tax Exemption Types
Adding Tax Rates
Managing Tax Authority Numbers
More Topics
Communications
Adding Mailing Lists
Configuring Client Communications
Configuring Invoice Notices
Managing Mailing Lists
More Topics
customer
Overview
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