Overview
In this video, Kelli explain how to edit a customer's information, manage their customer portal, and change their preferences.
00:00 Editing Customer Information
Read more: Account Details
00:55 Client Portal Creation and Management
Read more: Client Portal Overview & Activate client portal access
01:58 Updating Customer Preferences
Quickstart: Your First Steps with gaiia
This article is part of a guide with the objective of quick-starting you on your journey with gaiia.
It covers the basics, and will offer links to additional documentation when relevant.
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