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  1. Firm Help Center
  2. Clients & Contacts
  3. Reference

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
  • Email delivery status reference
  • Contact record and grid reference
  • Data warehouse field reference: Clients & Contacts
  • Client list filter conditions
  • Client record field mapping to Aiwyn from your practice management system
  • What happens when you remove a contact from a client
  • What an inactive client status changes in Aiwyn
  • Client contact fields and where Aiwyn uses them
  • Where client group is used in Aiwyn
  • What client contact data controls in Aiwyn
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