Main tab and Client Profile

The Main tab of the Client window can be used to manage your database of clients. It contains the list of all clients and their profiles.

Browsing clients

You can search for specific clients using the Find panel. Enter a few characters from the client's name, or any other column displayed in the table, and the table will show only the entries that contain the entered characters.

Click on any client in the list to view and edit the client's profile to the right.

Once a new client has been added, their data can be edited in this profile.

You can create a new client record based on the data (profile, marketing, contact or pricing) of one of the existing clients by cloning this client. To do so, select a client to clone, click the More... button next to the Delete button, and select "Clone"

If you no longer actively work with a particular client, you can change them into a Prospect. Click the More... button and select "Move to prospects".

You can delete a client and all data related to this client (quotes, projects, jobs, invoices, etc.). To do so, select a client to delete, and click the Delete button.

Each client entry can have a flag assigned to it. The client's flag can be changed by right-clicking their entry and selecting a flag.

Clients are listed in the form of a table. You can change the columns displayed in the table by using the Customize Columns option.

NOTE: Due to filter operation (like the local custom filter and global date filter) you may not be able to see all the clients in the database. Please refer to Local Custom Filter topic for more details on filters and access restrictions.

Client profile

On the right side of the Main client tab, you have two tabs: Client Profile and Custom Fields, which enable you to review and modify the client’s information. Click the appropriate button to add or edit client profile information:

·Code — click this button to enter or change the client’s code (15 characters maximum). This is the same code, which had been assigned, manually or automatically, when creating the new client record. This code is also used for naming client folders as well as in codes for Invoices and quotes. You can also load the client's logo here. It will be displayed above their country's flag.

·Name — click this button to edit this client's name. This name can be up to 150 characters long.

·Postal Address — click this button to add or change the postal address of the client. See the Postal Address of Client topic for details.

·Contact Info — allows you to add or change the contact information of the client. See the General Contact Information topic for more details.

·Web — opens the Edit Web Links dialog box, providing fields to enter your client's web site address (URL), as well as their LinkedIn, Facebook, and Twitter accounts. Click the address or the social media icons to open the corresponding links in your Internet browser.

·Payment Terms — allows you to specify the payment terms for each client, and their minimum fees. According to these TO3000 3D will determine if your invoices to the client are outstanding, overdue or will be due soon. See the Payment Terms of Client topic for more details.

· VAT Number — enter the client's legal tax number to have it automatically displayed and printed on invoices.

·Client Folder — this part of the client's profile can be used to quickly create the client's folder and access client files. Click the Folder button on the right of the field to open the folder in TO3000 Explorer (creating it if it does not exist yet).

·Client Currency — this currency will be used to issue quotes and invoices to this client, and to record payments from this client. All the financial records for this client are kept in both your base currency and the client currency, converted according the exchange rates you set.

·Next Codes — click this button to edit the automatic counters for client-specific codes of quotes, client jobs, invoices and payments. TO3000 3D+ will use the codes for the next quote, client job, invoice and payment you create. You can only increase the next code value. See the Next Client Codes topic for more details.

·Locale Format — different clients usually have different requirements to displaying dates, numbers and monetary values. Locale format settings are used to configure this format individually for each client. These formats will then be applied to printable invoices. See the Locale Format of Client topic for more details.

·Invoicing Policy — by adjusting the invoicing policy you determine the conditions upon which TO3000 3D+ will prompt you to invoice client jobs. See the Invoicing Policy of Client topic for more details.

·General Information — any additional information which did not fit into any of the other sections can be entered here.

·FTP connections — here you can set the parameters for access to the client's FTP folders. Shortcuts to these folders will be automatically added to the Files tab of this client's window. See the Client FTP Connections topic for details.

Custom data

The client database can be customized by adding custom fields. Any custom fields that have been added to the clients database, can be accessed by clicking the Custom Fields tab, next to the Client Profile tab.