Know Your Clients Well
The Client File is one of Actif’s most crucial elements because it allows you to manage all of your client-related operations. There, you will find your client’s contact information, their delivery and billing addresses as well as other relevant information.
You may access the Client File from the homepage dashboard, or from the left-hand side menu.
All the information you may need is available in one place! In the Client File, quickly find transactions made with your client, as well as emails exchanged and much more.