ClientView FAQ
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ClientView Personalization & Setup
ClientView is designed to gather data on your clients for the expressed purpose of improving your interacti...
Rootworks Support -
Exporting Clients for Email Platforms
Exporting for Email You may find it helpful to use software such as Mailchimp, Constant Contact, etc. for c...
Rootworks Support -
Exporting Clients from ClientView
ClientView is the Rootworks customer relationship management (CRM) that can be used to store analytical dat...
Rootworks Support -
Picklists and Client Families
Overview Picklists within ClientView are the saved values that allow your firm to further define your clien...
Rootworks Support