A client can be edited from the Client View;
When editing a client, you will be able to update important client information, such as;
Client actions can be anything that has happened to a client, including;
Some actions are recorded automatically, such as when you generate a quote. Other actions can be recorded manually as and when you need them.
Using the Client Actions tab is the only way to record information against a client. Simply type what you need to and hit send.
The client manager is the person who is responsible for the customer or client. The user who created the client is the default manager (or when a prospect is converted to a client, the person who created the prospect).
The manager receives important notifications when something happens with the client, and tasks, projects, quotes and invoices are attributed to the user when another user is not selected.
Client managers also make it easier to generate a list of clients that each user manages through the client list filters.
You can change the manager at any time by;
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;
You can add or edit additional details by;
A client can be enabled or disabled by;
Disabling a client will result in the client not being editable and it will be removed from important lists such as generating quotes.
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 > 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 > Contacts
A client may have any number of contacts. You can add a client contact by;Finding the client and entering the Client View.Scroll down to the contact information.Click the "add contact" link.You can e...