Clients & Contacts

Need help adding, editing or managing your clients? Look no further!

6 articles in this collection
Written by Sarah G and Britt Boone

Clients Page & Workflows

With a modern new look, the Clients page is easier to navigate than ever before. That means fewer clicks when adding & assigning clients!

Written by Britt Boone
Updated over a week ago

Comparing the Client Page: Before and After

Want to get a look at the key differences between the old and new Client pages in Anow? Click here to learn more!

Written by Britt Boone
Updated over a week ago

Add and Track Client Technology Fees

With the new Expenses section, you can add, edit and manage tech fees for each Client you have stored in Anow. Click here to learn more!

Written by Britt Boone
Updated over a week ago

Introducing: Client Scorecards ⭐️

Find out who your most valuable clients are in seconds with the new Client Scorecard feature.

Written by Britt Boone
Updated over a week ago

How to add a website for a client in Anow

Written by Britt Boone
Updated over a week ago

Setting a Contact for Access

Learn to set a contact for access and where it displays.

Written by Sarah G
Updated over a week ago