Content Comparison

FIELD

DESCRIPTION 

Client name*

Name of company / client

Client initials*

This will auto-populate

Client type*

1 – Client

2 – Prospects (use for creating new business pipelines)

3 - A client can be changed to a different client type (i.e. Internal) after creation, as long as there are no financial transactions against the record.

Account Manager*

Select a user from the dropdown list.

Your selection will be the default account manager when new jobs are created for this client and can be used in approval workflows.

Address and contact details

This information can be added now or later.

Create Debtor in

There are two options here:

1. Select the relevant company to automatically create a debtor in the system

2. Leave the field blank and add a debtor later

You may want to do this if:

• You do not have the debtor details yet

• A debtor already exists in the system and will be linked to the client later

• Another user creates debtors within your business

FIELD

DESCRIPTION 

Price List

Select the default price list that is applicable for this client. This can be changed later, if required. If a price list is not selected then a default price list, with no pricing capabilities, will automatically populate.

Default Currency

The default currency you quote and bill this client in

Team

Select All Employees unless, a specific job team has been created for this client

Language

The default language used for quotes and invoices for this client

Administration Fee

Used to automatically add a nominal fee to this client’s jobs