Learning how: Providing services to your clients through Dataforms

As you may know, dataforms are the backbone of the ClientSpace system. Dataforms store information about the day-to-day operation of providing services to your client. Dataforms can help you work more efficiently and effectively. Dataforms come in two flavors: the single form such as a Client Master or the Client Team form, and the multiform such as a client Location or the Employee form.

Watch the video about Client Services Overview.