Client file icons explained Within a client file there are several quick access icons within the top header ribbon. These streamline access to invoices,...
Client has sent an email but I cannot see it in the email list within the client? The emails list can be found in the the left-hand menu of CRM under “Communications” and then “Emails”. This list...
Assigning an email to a client in CRM It’s simple to assign an email to a client in FireHawk CRM. In the main left hand navigation menu go...