Clients and Contacts
1. From the main dashboard select "Contacts" from the client's drop-down box. 2. In the next screen, you can search by account (purple arr...
Tue, 18 Mar, 2025 at 10:14 AM
1. From your CROSStrax page, select “Client List”, underneath the “Client” tab underneath the menu on the lefthand side. 2. Once on the “Clien...
Tue, 10 Jan, 2023 at 8:17 AM