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Introduction
Last updated on 22 July, 2017

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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Introduction :: Knack Knowledgebase :: Business Management Software


Adding a Client
Last updated on 22 July, 2017

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.


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


Client View
Last updated on 22 July, 2017

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.

 

 

 


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Client View :: Knack Knowledgebase :: Business Management Software


Find a Client
Last updated on 22 July, 2017

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.

 

 

 


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


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