Clients & Contacts

Get Started

• Set up your first client record

How-to-guides

• Managing Client Portal Users
• Find a specific client email in the Email Delivery Hub
• Filter the client list
• Export the client list
• Find, filter and export client and contact lists
• Give a Client Portal User access to additional Clients

See all 10 articles

How it works

• How Client Groups organize clients
• How clients and contacts relate
• How Aiwyn builds client groups
• Decide whether inactive clients keep portal access
• How email delivery works in Aiwyn

Reference

• Email Delivery Hub reference
• Contact field reference
• Client record and grid reference
• Custom field types
• Find and resend a client email
• Client field reference

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