Clients and Contacts
Client Management
Adding, editing, archiving, and deleting clients.
2 articles.
- What is a client in Beagle?A client is the person, company, or organization your firm represents or bills. Client records hold contact and billing information and connect to matters, invoices, trust ledger entries, contacts, expenses, and time.
- What is the difference between archiving and deleting a client?Archiving keeps the client record but treats it as inactive. Deleting removes the record and may be blocked when related data exists.