Managing People Records in Mercury 5
What is a People record and how to create and manage a People record within Mercury.
- Creating a new Company or Trust record
- Creating a new People Record
- Setting up Relationships in a People record
- Adding living expenses to a people record
- Upload an attachment to a People Record
- Using the Client Portal in Mercury 5
- Loan People folders
- Printing notes from a People record
- Marking a Client as Private
- Deleting Duplicate People in your CRM
- Deleting a People Record