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- To Create a "Nickname" for the client: In the View Accounts page, you will see all accounts named for the Agency, not the client. If you want to differentiate each account with a client name, be sure to go to the Client account information tab and insert the client's name under "Company" field. This name will then show up in the Agency Panel next to the Agency name under the View Accounts tab.
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Note: Scrolling down on the client info page, the client's order info is currently being developed to allow automatic import from of account information tab at the moment does not show client billing details from our ecommerce systemMailUp's client management system. We suggest you to leave these fields blank or use them as a reminder inside the panel. |
Agency Info and Billing info Tabs
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