• Add a Client's Name to a Business File
• Add a Contact to a Client's File
• Add a Group Discount to a Client's File
• Add or View Client Notes in the Point of Sale
• Apply Administration Fees
• Configure a Price List
• Configure an Internal Customer
• Configure and Send Subscriptions E-mail
• Configure Marketing in the Client File
• Configure the Terms of Sale with the Client
• Consult the Client's History
• Consult the E-mail Exchange History with a Client
• Create a New Client
• Create Payment Pledges
• Create the Insurance Company as a Client
• Deactivate Administration Fees
• Delete an Estimate
• Fill a Client's File - Documents, Prices and Projects Tab
• Find a Client's File
• Grant Access to a Client
• Handle a Clients' Bad Debt
• Invoice Another Client or Account
• Link a Salesperson to a Client's File
• Manage Memberships (e.g. CAA)
• Modify a Clients' Code Number
• Modify Tax Rules for First Nations People
• Retrieve a Client's Estimate
• Send Invoices in Batches to a Client
• Set Up Satisfaction Review Emails