 melguz
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| Joined: 05 May 2020 |
| Total Posts: 19 |
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Adding locations/ when to add clients
Posted: 05 May 2020 11:44 AM |
| I have two questions: 1. We need to add another location to our account, but when I attempted to do this I received a message that we were not set up to do this. 2. When is best to begin adding clients in? Should we wait until our data from our previous system is dumped? Thank you! |
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Re: Adding locations/ when to add clients
Posted: 05 May 2020 12:30 PM |
Hi Melguz,
WELCOME, It's great to hear from you! You would contact your Account Manager to increase your location quota in order to add additional locations. If you are having data imported to client and/or donor you would need to wait until the data has been imported and reviewed before beginning data entry. I would encourage you to reach out to your Account Manager and we can go over next steps with you. Your Account Manager's contact information should be included in your welcome email OR just give us a call and leave a message on the general box (by not dialing an extension) and the first available Account Manager will get in touch.
Have a GREAT day!
Blessings,
Ashleigh |
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