How to add clients in bulk in Clients module?

How to add clients in bulk in Clients module?

If you have multiple clients which you want to add all together without wasting time on adding one by one, you may send data to admin@practiceguru.pro. You may write to us and we will send format to you on email and you may reply to same email and send data to us. This data will be secured and will be used with total confidentiality. 

    • Related Articles

    • How to Add a Client?

      Without Clients, you can not add a Work. Clients are categorised as Inactive (old Clients for which you have stopped working for) , Current Clients and Future Clients (clients to whom you have given proposal and they are still not accepted). ...

    • How to add small tasks and allot tasks?

      How to add small tasks and allot tasks?

    • How to Add Employee in the Firm?

      1. Click on My Account > Organisation Settings   2. Click on Add Employee 3. Add Employee details & Set its password- And Decide the Rights to be given   4. Employee is added Successfully 5. You can check your Active Employees in Organisation ...

    • How to Add Work in PracticeGuru?

      For adding work on PracticeGuru, one needs to make sure that he has added following First: 1) Clients 2) Department 3) Product What is Deal Amount? What is Closed Amount? What is the Difference between Allotted and Responsible? Clone Work Instead of ...

    • Registration - User Account & Firm Account

      2. Register Page 3.  Click Next 4.  Enter your Details along with OTP & Set the password 5. User Account is Registered 6. Login with User ID & Password 7. Add New Firm 8. Add Firm Details & Firm Type 9. Confirm Firm Name 10.  Select the Firm Name & ...