Client window

The Client window can be used to view, edit and enter new information about your clients, as well as to manage their client jobs and job assignments as well as some marketing and financial information, like prices, quotes and invoices of your clients.

To open the Client window click the Client shortcut from the Clients tab of the Ribbon.

Client Window tabs

Different tabs of the Client window represent different aspects and elements of your clientele database. Client data is broken into the following Client window tabs:

The Main tab — contains the profiles of your clients. Client records can be created and edited here.
The Contacts tab — lists the contacts of the selected client. New client contacts can be added here.
The Marketing tab — contains marketing information for the selected client
The Prices tab — holds the individual price list of the selected client. Here this client's prices can be created and edited.
The Quotes tab — is used for issuing and managing quotes offered to the selected client.
The Projects and Client Jobs tabs — these tabs contain the projects and client jobs of the selected client.
The Invoices and Payments tabs — these tabs hold all the invoices issued to and payments made by the selected client. Here invoices are created, and linked with payments.
The Credit Notes and Refunds tabs — these tabs contain all credit notes received from and refunds issued to the selected client.
The Account tab — provides the most basic overview of the selected client's financial accounts.
The Files tab — this tab is used for accessing the selected client's files and folders.
The Info tab — is used for adding various client-related notes.
The Calendar tab — displays the schematic calendars of the selected client's projects.