Once you have created a client record in the system, it is important that you continue to the client card to complete the set-up with additional client settings.
The menu new job settings allows you to default key settings when creating new jobs for this client.
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NEW JOB SETTINGS
Go to the resources module > resource default grid
Select the client > open the client card
Click on the client settings
tab > then select the new job settings menu item
Client Defaults:
For single company/agency clients, use the first tab client defaults to select any relevant client default settings to be applied to jobs created for this client. For example, a default price list or language etc.
Company Defaults:
For global clients (for multi company databases) use the second tab, company defaults, to apply new job defaults to this client for each company/agency
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