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Keeping client data up to date in Practice Manager

Self-paced learning
Launch course

3 Advisor credits

Free

30 MINUTES

Learning objectives

  • Learn how to keep your client data up to date using the features in Practice Manager
  • Take a look at how to use client groups to manage your client information
  • Hear our top tips for keeping your client data clean and archiving old data

Course outline

    Practice Manager lets you store a large amount of information about your clients and contacts. Keeping this information clean and up to date is an important task in any business. In this course, you'll learn how to add, edit and archive clients in Practice Manager to make sure that your client data is always up to date.

Topics covered

  • Practice Manager
  • Growth

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