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Contact file
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Configure insurance data synchronization
Configuring investment data synchronization
Data import
Integrations
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Laylah help center
Contact file
Getting started with Laylah
What's new
FAQ
Dashboard
Contact file
Analysis
Task management
Configuration and administration
Data sources
Configure insurance data synchronization
Configuring investment data synchronization
Data import
Integrations
Contact file
The ultimate client management tool
Add a contact
Find a contact
Discover the contact file
Synchronizing contact data
Using comments
Group 2 contacts manually
Modify a contact
Delete a contact
Show or hide data from multiple sources in the contact file
View the source associated with a data item displayed in the contact file
View data from other sources for a field
Using notifications
Link contacts and define their relationship