CRM — Client Management
Comprehensive guide for managing clients, client groups, custom fields, and bulk operations in CA Cloud Desk.
Client Desk
Centralized dashboard for managing all client-related activities, information, and interactions.
Under DevelopmentAdd Clients
Create new client profiles with complete information including contact details, business information, and preferences.
Under DevelopmentView Clients
Browse, search, and view all client records with advanced filtering and sorting options.
Under DevelopmentAdd Client Group
Organize clients into groups for easier management, reporting, and bulk operations.
Under DevelopmentCustom Field in Client Form
Add custom fields to client forms to capture specific information relevant to your practice.
Under DevelopmentAdd Bulk DSC
Upload and manage Digital Signature Certificates for multiple clients in a single operation.
Under DevelopmentAdd Bulk Password
Set or update passwords for multiple clients simultaneously using bulk import functionality.
Under Development