Look Familiar? Recognize Your Clients Anytime, Anywhere.
Familiar faces are everywhere! The TrialWorks Clients Tab helps you put a name to the face, even if you’ve only met your client once. Check out how…
Click on the Clients Tab and select the plus sign next to the Image field. This feature will allow you to import any image of your client directly to the tab:
Everyone, especially your clients, appreciates being recognized! Upload a regular photograph or scan a copy of a Driver’s License for a double-duty effect.
TrialWorks strives to make your daily work life easier and more productive. For more information on this Tip or any other TrialWorks topic, please call our office at (305) 357-6500 and ask for the Training Department. Stay tuned for more Tips, make sure to check out our website for more information on TrialWorks 11!