Once you've added your clients, there are various things you may want to do in the future to manage your list of records:
Did you find this topic useful?
We ask you to accept cookies for performance, readability and experience purposes. Cookies are used for bookmarking favourite topics and to restore the table of contents, index and glossary on topic change. We use Hotjar to collect usage and feedback data. It does not capture any personally identifiable information. This setting is only asked once and can be reverted by clearing the browser cookies.