Articles in this category Using the Interaction Log What is the Interaction Log? The interaction log provides a summary of all the interactions you've had with a specific client. Interactions refer to events such as email communications, sms and Whats... Downloading a client's Interaction Log A client's interaction log (the list of interactions) can be downloaded in various formats. The interaction log can be downloaded as a PDF, Excel document, CSV document, or directly printed. To downl... Sending SMS through ClientManager ClientManager offers an integrated SMS feature that enables advisers to communicate with their clients seamlessly. This article provides a step-by-step guide on how to send SMS messages through Client... Outlook Addin: Saving emails to the CRM The ClientManager for Outlook addin allows you to save emails to the CRM, directly from Outlook. You can simply install the addin, choose an email in your Outlook client, and click "Save email to CRM"... Updating your Outlook Addin We're passionate about constantly enhancing ClientManager and our related tools. As such we will likely update and enhance the Microsoft Outlook Addin from time to time. The ClientManager for Outlook ...