Your CRM area of Intuit Practice Management. Manage all your practice contacts, whether they are clients, they are entities and/ or their relationships.
By Leigh and 1 other2 authors44 articles
Adding an outgoing email to multiple contact timelines.
Contact Import from Gmail or Outlook
Choosing the primary owner of an email address
Creating a new contact
Updating a contact's profile image
Deleting a contact
People's contact cards
Link a person to an organization
Editing an organization's details
Contact accounting details
Adding a client owner
Adding a client manager
Filtering Contact Timelines
Hide Client Task emails from a contact timeline
Contact types defaults
Filter Contacts by contact type
Files and documents on contacts
Exporting and downloading contact data
Removing members from a client group
Adding members to a client group
How do I edit a contact's name?
Can I merge two contacts?
A client’s email is not showing on their organization’s timeline. Why?
How can I share or un-share communication with a contact?
Where is the contact image and data sourced from?
What clients appear in My Contacts?
What is a primary contact card?
What is a contact's preferred name used for?
Can I copy details from one contact card to another?
Why can’t I add a colleague as a contact using their email address?
How can I see who has shared their communication with a particular contact?
Are files attached to an email automatically added to a contact’s profile?
Can I add a contact to more than one client group?
Why aren't all work items under a client group?
What is displayed on a client group's timeline?
What work items are displayed on a client group's work tab?
How do I upload documents to a contact’s profile?
How do I rename or edit documents from a contact’s profile?
Can I create the same contact twice?
Can I store client codes?
Can a contact have multiple contact types?