Maggie Shipley

Download the clients list as a file. The export mirrors the list exactly as it appears on screen, so set your search and filters before you export — whatever is showing is what you get.StepsSearch ...

Firms using Aiwyn Practice or Aiwyn Engagements may need client custom fields.Only certain administrative users and Aiwyn Users may create or edit custom fields. Firm staff who need access to manag...

Only firms using Aiwyn Practice can create client records directly in Aiwyn. If your firm syncs clients from another practice management system, create and maintain the record there.Learn how to cr...

Find a client (or contact if on Aiwyn Practice), narrow the Clients list and export the current view.Find a client Select Clients (if Aiwyn Practice select Clients & Contacts, then open the Clients...

Help a contact who has created a user account access additional Clients when they sign into the client portal.Before you start The contact must have created themselves a client portal user account....

Find an email Aiwyn sent to a client, then resend it to everyone, one recipient or a corrected address.Before you startYou need the Resend permission in the Email Management permission group.There ...

Every field on a client record, whether it is required, what it holds, and whether Aiwyn or your practice management system owns it.Identity Field Required Type Client Name Yes Text Client ID...

Use this reference to interpret statuses and failure reasons in the Email Delivery Hub.Sent-email delivery statusesStatusMeaningSendingAiwyn is processing the email; it has not yet reached the reci...

Almost everything else in Aiwyn assumes you already know how clients and contacts fit together. This article explains the model.A client is an organization. A contact is a person.A client is the en...

Use this reference to understand the fields on a contact record, what each field controls and whether it also appears as a column in the Contacts grid.Contact record fieldsOnly firms on Aiwyn Pract...