Jetpack Workflow

Overview of the Clients Tab

This article will help you understand all of the information provided on the client's profile.

Overview of a Client Profile

Overview of Contacts

How to Create an Individual Client

How to Import Clients and Contacts

Custom Fields

How to Create a Custom Field

How to Edit an Existing Custom Field

How to Edit Custom Field Information

How to Create a Contact & Associate Them with a Client

If a contact is no longer associated with a client, removing them is easy!

Removing a Contact from a Client

Moving a Client to Inactive or Deleting Them

How to Export Your Clients and Contacts

How To Export Your Custom Empty Data Sheet

Beatty W

Jetpack Workflow Support Team

Clients & Contacts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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