video1.0<iframe src="https://www.loom.com/embed/28fd1604660b4358816d5bb81b96231f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/28fd1604660b4358816d5bb81b96231f-e30ed24ae9eca0c9.gif758In this video, I explain the difference between clients and contacts within our Firm 360 system. Clients are the entities we serve, while contacts are the individuals associated with those clients. I walk you through how to add both clients and contacts, emphasizing the importance of avoiding duplicate contacts by selecting existing ones when possible. Additionally, I highlight how to manage client access to the client portal and the necessary information required for that access. Please take a moment to familiarize yourself with these processes and reach out to our support team if you have any questions.