<< Click to Display Table of Contents >>

Navigation:  Getting Started >



This screen is designed to be a one-stop-shop for managing your day-to-day work. As with many functions in Ivo, there is often more than one way to manage your client data, but this area is designed to place all client information within easy reach.



(Note that you can actually manage any entity from this screen, such as service providers, contacts etc, not just clients).



Manage Clients Screen_2