Clients are global records, meaning that an individual client could potentially be used by anyone in your WorkBook database. Debtors are billing entities and are unique records within a WorkBook company; they cannot be shared across companies.
Clients are created in the resource module and are usually controlled by a system administrator or specific user role.
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CREATE A CLIENT
To add a new client go to:
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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:
You may want to do this if:
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A pop-up of the client card will open with additional fields you can complete against the client record. There are several attributes you will want to complete in the client card before your the client is completely set-up. Go to Client Settings > General Client Settings for more information. |
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