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MindaClient clients, appointments and reminders.
MindaClient Dashboard Video
Uploading Documents in MindaClient
Sales Reporting
MindaClient PRO for Event Professionals
Stock Reporting update in MindaClient
15 Minute Overview of Unify
Logging into MindaClient for the First Time
GDPR compliance with MindaClient CRM
Generating Analysis Stock Reports
Output and Print Reports to Screen and to an Excel Spreadsheet
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Last Updated: September 6, 2026
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Summary
How to upload a document for a client. Short video showing the new structure for reporting in Scalable and customisable, trade management, general ledger, share register and accounting, CRM and mobile apps. In this video, we will show you how to log in to The analysis reporting tab is a good way to get a handle on what information you have in your system in a