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Update and configure your organisation’s settings for client information

Client information settings

Client tags provide a powerful tracking tool for your organisation

Accurately record the reason a client changes between active and inactive states

Specify what client information is required

Customise the content of your invitation to clients

Configure the client overview for your organisation

Customise the relationship types for your organisation

Assign tracking forms to Teams and reduce clutter for users

Manage when to send client notification emails

Customise and manage what your users see on their screens

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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