Skip to main content

Clients (17)

How to manage client files, import or migrate from another system

How to create a client ?

Created by Thibault Breboin, Modified on Fri, 9 Oct at 9:11 AM by Thibault Breboin
How to migrate clients, appointments, documents and notes to Colib ?

Created by Thibault Breboin, Modified on Fri, 9 Oct at 5:33 AM by Thibault Breboin
How to add custom fields to your client records ?

Created by Thibault Breboin, Modified on Mon, 26 Oct at 4:09 AM by Thibault Breboin
Do I have to create all clients manually?

Created by Thibault Breboin, Modified on Fri, 9 Oct at 8:34 AM by Thibault Breboin
How to add a document to a client

Created by Thibault Breboin, Modified on Fri, 9 Oct at 9:07 AM by Thibault Breboin
Can I merge two client accounts?

Created by Thibault Breboin, Modified on Fri, 9 Oct at 8:38 AM by Thibault Breboin
How to communicate with child clients using client groups ?

Created by Thibault Breboin, Modified on Fri, 9 Oct at 8:42 AM by Thibault Breboin
How to work efficiently with notes on Colib ?

Created by Thibault Breboin, Modified on Fri, 9 Oct at 8:44 AM by Thibault Breboin
How to export my client data ?

Created by Thibault Breboin, Modified on Tue, 27 Oct at 5:29 AM by Thibault Breboin
How to share a document with a client ?

Created by Thibault Breboin, Modified on Fri, 9 Oct at 8:54 AM by Thibault Breboin