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- Update AccountancyManager prospects to clients and enable services from new accepted proposals in Practice Ignition
Update AccountancyManager prospects to clients and enable services from new accepted proposals in Practice Ignition
- Client CreatedTriggers when a Client is created within AccountancyManager.Trigger
- Client DeletedTriggers when a Client is deleted within AccountancyManager.Trigger
- Client Marked as NLACTriggers when a Client is marked as "No Longer a Client" within AccountancyManager.Trigger
- Client UpdatedTriggers when a Client/Prospect is updated within AccountancyManager.Trigger
- Create ClientCreate a new Client within AccountancyManagerAction
- Disable ServiceDisable a service for a Client within AccountancyManager.Action
- Enable ServiceEnable a service for a Client within AccountancyManager.Action
- No Longer a ClientMarks a Client as NLAC.Action
Update a Prospect to a Client within AccountancyManager.
Update a client within AccountancyManager
Find a client by company name