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ON THIS PAGE YOU WILL FIND:

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Table of Contents

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CREATE A CLIENT

To add a new employee client go to:

  • Resources module > resource default grid

  • Click on the further options menu

  • Select create a new resource > select client

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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.

Account Manager*

The selection will inform the default on jobs for this client and the field can also be used for 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

Note

Do not click OK yet!

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Info

A pop-up of the client card will open. There are several attributes you will want to complete in the client card before your client is set-up. Go to Client Settings > General Settings for more information.

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