Client Settings > Client Products

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 client products gives you the ability to create multiple products under one client, allowing you to categorise jobs for the purpose of reference.

CLIENT PRODUCTS

• Go to the resources module > resource default grid

• Select the client > open the client card

Open

• Click on the client settings tab > then select the client products menu item

• Click the + button to add new products to the list

Open

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