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Client window can be used to view, edit and enter new information about your clients, as well as to manage their client jobs and job assignments as well as some marketing and financial information, like prices, quotes and invoices of your clients.
To open Client window click Client shortcut from the Clients tab of Navigation panel or by clicking Client command from the Navigation menu.
Different tabs of Client window represent different aspects and elements of your clientele database. Client data is broken by the following Client window tabs::
| • | Main tab — contains profiles of your clients. Client records can be created and marked as completed here. This tab also contains client profiles. |
| • | Contacts tab — lists contacts of the selected client. New client contacts can be added here. |
| • | Marketing tab — contains marketing information added by your sales representatives or marketing staff. |
| • | Prices tab — holds individual price list of selected client. Here this client's prices can be created and edited. |
| • | Quotes tab — is used for issuing and managing quotes offered to the selected client. |
| • | Invoices and Payments tab tabs — these tabs hold all invoices issued and payments made of the selected client. Here invoices are created, and linked with payments. |
| • | Balance tab — provides the most basic overview of financial accounts of the selected client. |
| • | Files tab — this tab is used for accessing selected client's files and folders. |
| • | Info tab — is used for adding various client-related notes. |
| • | Schedule tab — displays schematic schedules of projects and client jobs of the selected client. |
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Client window