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Once you have created custom fields, you can perform various action on them.   Editing Custom Field Groups and Fields Access the Custom Contact Fields page  From the Custom Contact Fields page, click edit in the group or field row....

Once you have created client relationship types, you can perform several actions on them.   Editing Client Relationship Types Access the Client Relationship Types page  In the row of the client relationship type, click edit.The Edit...

When the module runs, the order halts until the user appropriately answers predefined questions.   In the Question to be answered by the admin field, enter the question. In the Accepted Answers field, enter the acceptable answers, one...

Once you have added languages, you can perform various action on them.   Editing Languages Access the Languages page  From the language’s row, click edit. The Edit Language page appears. Make any necessary changes. Click Save.Â...

Custom contact fields extend the information available to be stored for contacts, beyond the general system fields. You will first need to add a custom contact field group, as a higher-level category, then add custom fields to the corresponding...

You can create and configure roles for your users that have direct contact with our clients. Salesperson or account manager, are default types already configured in Ubersmith.   Access the Client Relationship Types Page From the...

Once you have created client tags, you can perform various actions on them.   Editing Client Tags Access the Client Tags page  From the tag’s row, click edit. The Update Client Tag page appears. Make any updates. Click Update. ...

Once you have created custom fields, you can perform various action on them.   Editing Custom Field Groups and Fields Access the Custom Client Fields page  From the Custom Client Fields page, click edit in the group or field row. The...

Custom client fields extend the information available to be stored for clients, beyond the general system fields. You will first need to add a custom client field group, as a higher-level category, then add custom fields to the corresponding...

A client comment is a note on a client account. Use client comments to keep information about the client in one place, for example how the client wants you to contact them. A private comment is visible only to staff members. This is the default. A...