Clients
Store all of your clients in one location
This app contains all of the clients you are working with, as well as any data related to them (contact information, documents, etc.). Many of the apps in this pack link to this app via a Relationship field, giving you one central location to view all content related to a particular client.
Created by
Podio App Team
301 apps in App Market.
- Rating:
- Business Function: Legal & Finance
- Industry Sector: Financial services & Accounting
- Share:
Additional features with this app
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Filters
Recommended filters to browse app data
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Webform
Populate your app via a form on a public website
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Tiles
Pre-created tiles give an overview of your app's data
Accompanying apps
- This app is referenced by: Returns, Audits, Financial Reviews, Bookkeeping, Timesheets
- This app is included in the pack(s): Accounting