Client Card
Manage client information, streams, tags, households, documents, and activity tracking.
3 articles
Work Desk / Client Card (In Beta) – Overview & How to UseWork Desk is Hubly’s new Client Card experience designed to help teams manage workflows, prioritize tasks, and complete work faster - Driven by the Client Queue, which organizes work by…
Comments in Hubly -Now with Auto-Save, Drafts & PublishIntroducing a powerful upgrade to one of the most critical features. Comments —now with Auto-Save, Drafts, and Publish functionality.
Finding Your Way Around The Client CardThe Client Card helps you stay on top of the personalized needs and circumstances of every client