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.
Prospects And Clients > Clients
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 inform...
Prospects And Clients > Updating Prospects
A prospect can be disabled or enabled through the prospect menu. To complete this action;Open the Prospect View for the prospect you wish to enable/disable.Click the menu button > disable prospect OR ...
Prospects And Clients > Statements
You can download a statement for a client at any time by either; Using the main menu clients > manage > download statement. Select the company and the statement period and click the download button. ...