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 > Statements
You can schedule a statement to automatically be sent to a client on a regular basis. To do this, either; Go to the client view > schedule auto statement. Use the main menu clients > automation > vie...
Prospects And Clients > Clients
There are two methods available for creating a client;Convert a prospect into a client by generating an invoice for the prospect.Manually add a client and bypass the prospect system.You can manually c...
Prospects And Clients > Updating Clients
Clients have the option of you adding additional details, which are automatically included in quotes, invoices and statements. Additional details could be a variety of information, such as;Vendor or s...