Clients Main Page

Click on Clients on the menu bar to reach the Clients main page.

On this page, you have the following columns:

• Client Icon - 

  

  In-house staff and 

  

  Corporation
  
  
• Name - Click on the link to get a pop-up window with the client's summary. Click on go to details in the pop-up window to display the Clients page. Click on view in the login to open the People & Logins page (see description in Clients logins). Click on the email address to write a message for your client.
  
  
• Country - Informative.
  
  
• City - Informative.
  
  
• Contact - Client's contact name, phone and email address. Click on the email address to send an email to your client.
  
  
• Login -  the People & Logins page where you can change the client's login information (see: Adding clients for a description). Remember that it depends on whether the client is internal or external.
  

  

   Can log in  

  

   Cannot log in
  
  
• Comments - Informative.
  
  
• Select - Click to open the My company page with all of the client details and several informational tabs (see: Adding clients).
  

The top part of the page contains the following buttons:

• Invoices - Shows you the Client invoices and Supplier invoices page (see: Client Invoices and Suppliers invoices).
  
  
• New Client - Click to add a new client (see: Adding client).
  
  
• Search Icon - Click once to open the search window in the top part of the page. You do not have to fill in all the fields to do a research.

Additional features:

Click on the column headers to sort that column by ascending or descending order.