A contact can be attached to a prospect, client or supplier and allows you to;
Clients and suppliers can have any number of contacts. Prospects can only have one.
A prospect may have only one contact. You can add a prospect contact by;
You can edit a prospect contact by;
A client may have any number of contacts. You can add a client contact by;
You can edit a client contact by;
Quotes, invoices and statements cannot be generated unless the client has at least one contact.
A client can be enabled or disabled by; Finding the client and opening the Client View. Opening the client menu > disable client OR opening the...
The Client View is the place where you can find all important information and actions for any client, such as; Viewing client information and cont...
There are two options available for locating an existing prospect; Using the prospect list and filters. Using Smart Search. Using the prospect li...