All CollectionsClients and contactsClients and contactsAdd, group and manage clients, contacts, affiliates and client notes.3 articlesManaging Clients & ContactsHow AccountKit distinguishes client entities, prospects, affiliates and contacts, how to add and group them, and how to merge duplicates.Client NotesHow to create, share, and manage permanent reference notes for a client or client group, visible across tools like the Correspondence Register.People in detailWhat you’ll find on a client, contact or affiliate page, and how to work with each section.
