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Introduction

A client is exactly what it sounds like - a customer or client that has or will purchase a product or service from you. Typically, creating a client allows you to;

  • Keep track of important client information such as contact details.
  • Issue quotes or invoices.
  • Keep track of important finances, such as which client generates the most revenue for your company.
  • Create projects and tasks directly for a client.

You may use all or some of these features, depending on your company.


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Last updated on 22 July, 2017


Introduction :: Knack Knowledgebase :: Business Management Software


Adding a Client

There are two methods available for creating a client;

You can manually ceate a client with the following method;

  • Click on clients > add client.
  • You will be prompted to enter the client information. Items marked with a star are required.

Once you have entered all of the required information and saved the client, you will be taken to the Client View.


Level 3
Forever Free


Last updated on 22 July, 2017


Adding a Client :: Knack Knowledgebase :: Business Management Software


Client View

The Client View is the place where you can find all important information and actions for any client, such as;

Clicking or tapping the tabs at the top will provide information such as;

  • Statistics: financial information regarding how much revenue the client has generated, along with a summary of tasks.
  • Tracking: a list of emails sent and opened. PRO
  • Quotes and invoices generated for the client.
  • Projects and tasks attached to the client.
  • Credit and delivery notes generated for the client.

 

 

 


Level 3
Forever Free


Last updated on 22 July, 2017


Client View :: Knack Knowledgebase :: Business Management Software


Find a Client

There are two options available for locating an existing client;

Using the client list;

  • Go to clients > manage > view clients.
  • This will open a list of all of your clients.
  • Find the client by scrolling down, or apply filters by clicking the "update filters" link.
  • Click on the name of the client to open the ClientView.

Using Smart Search;

  • Click on the search icon at the top right.
  • Start typing the client name or other contact information.
  • When the client is found, click "view client" to open the Client View.

 

 

 


Level 3
Forever Free


Last updated on 22 July, 2017


Find a Client :: Knack Knowledgebase :: Business Management Software


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