CRM — Client Management

Comprehensive guide for managing clients, client groups, custom fields, and bulk operations in CA Cloud Desk.

Centralized dashboard to see all clients with key information like receivables, tags, team, services and more.

Create new client profiles with complete information including contact details, business information, and preferences.

Browse, search, and view all client records with advanced filtering and sorting options.

Organize clients into groups for easier management, reporting, and bulk operations.

Add custom fields to client forms to capture specific information relevant to your practice.

Upload and manage Digital Signature Certificates for multiple clients in a single operation.

Set or update passwords for multiple clients simultaneously using bulk import functionality.