• Add a Client's Name to a Business File
• Add a Contact to a Client's File
• Configure and Apply a Price List
• Send Batch Invoices to a Single Client
• Apply Administration Fees
• Configure the Terms of Sale with the Client
• Consult the E-mail Exchange History with a Client
• Enter Notes in a Clients' File
• Link a Salesperson to a Client's File
• Add a Group Discount to a Client's File
• Invoice Another Client or Account
• Configure Marketing in the Client File
• Send Satisfaction Review Emails
• Consult the Client's History
• Configure an Internal Customer