Company administrators, employees and clients; each answer identifies any more specific role.
Find answers to common questions about CRMCEO. Available menus and actions depend on your plan, enabled modules, company settings and permissions.
Where can I see a client’s work and billing history?
Related existing guide: Create a client and control portal access
Open the client record. Its sections bring together profile details, projects, invoices, estimates, credit notes and payments, subject to your access. Start with the relevant record rather than relying on a summary when answering a billing or delivery question.
How do I keep several contacts for one client?
Related existing guide: Create a client and control portal access
Use the client record’s Contacts section to add the relevant people and their details. Make clear internally who handles approvals, delivery and billing. A saved contact is not automatically proof that the person has portal access or authority to approve work.
Where should I save important client notes?
Related existing guide: Create a client and control portal access
Use the client’s Notes section for context your team needs to retain. Check the intended audience before adding confidential information. Do not treat a note as a substitute for updating the project, invoice or other operational record it concerns.
Why is a client not receiving email notifications?
Related existing guide: Create a client and control portal access
First check the client record’s email address and the option allowing email notifications. Correct any mistake, then ask your administrator to investigate delivery if messages still do not arrive. Do not recreate the client record as the first troubleshooting step.