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Frequently Asked Questions

ClientScribe has been designed to be easy to use, but we realize that sometimes things aren't as clear as they should be. If you're not sure about something, check out these Frequently Asked Questions & answers. If you can't find what your looking for, contact us and we'll get back to you as soon as possible.

Search the FAQ for entries containing:

  • Customers, Contacts & Email (5 entries)

    • What's the difference between customers and contacts?
    • When searching, what does the options button do?
    • How can I see a list of all my customers?
    • How can I send an Email to one contact?
    • How can I send an Email to multiple contacts?

  • Understanding and using Activities (7 entries)

    • What are activities and activity types?
    • What are Projects?
    • When is a Follow-up required?
    • When should I use attachments?
    • There's an activity type, Note, what is it?
    • What does searching for text within documents really do?
    • Can I use ClientScribe as a file storage solution?

  • Setting up your Account (3 entries)

    • What do I need in order to use ClientScribe?
    • Why would I need more than one user account?
    • Why do I need to group my customers?

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