How do I terminate Client management system access for an employee who is leaving our company?

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• Understanding Client Management System

  System Requirements Client Management System is an on-demand, user-friendly application, compatible with basic system configurations. We suggest you take a look at the system requirements, listed here. Operating System Windows, Linux and Mac OS X Web ...

• Export Client management system Data

  To export data from the modules (through Data Administration Tools) Click Setup > Data Administration > Export. In the Export Data page, select the module from which you want to export data from the Select Module list. Click Export. The records will ...

• What are the modules in Client management system I can sync my contacts from?

  You can sync contacts from the Contacts and Leads module. You can also sync contacts from respective custom views.

• How can I delete users permanently from my Client management system account?

  When a member of your organization quits or is replaced you may have to delete the member from you Client management system account. When you delete a user, You cannot undo the action. If you don't want the member to access Client management ...

• How can I fetch mails from my other accounts in Client management system?

  You can add your other (external) accounts as POP accounts in Client management system, if your other mail servers support POP Access.  Steps to Add POP Accounts To add your other POP Mail accounts in E-mail, you need to check whether your Mail ...