Main page of the Client window

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On the Main page of the Client window you can create a new client record, enter and edit general clients information including financial aspects of clients, such as payment terms, client currency and others.

To open the Main Client page click on the Client icon from the Clients part of the Navigation panel and switch to the Main tab or click menu Navigation > Client > Main.

The general view of the Main page of the Client window:

client main

Main page of the Client window combines clients list and clients profile information.

Tools for managing the client list are grouped in the left part of the page.

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The names of the clients are displayed in the Name box, and at the end of this box you can easily check the number of clients displayed, and the total number of clients in the database.

Note: these numbers can different if the Local Custom Filter is switched on.

Use New Client, Clone and Delete buttons to correspondingly add new client, create a copy of the client or delete client from the database.

For details please see:

Adding a new Client

Deleting a Client

You can search for a particular client by entering the client’s initials in the active field Starts with. Simply type the initials, and if the initials match the name on the list, it becomes highlighted.

Or you can select Contains from the drop-down list above the Clients list and enter the letters the required Client Name contains:

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You can also simplify the search by filtering client records, using Local Custom Filter.

On the right side of the Main client page, you have two tabs: Client Profile and Custom, which enable you to review and modify the client’s information.

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For details on working with client information on the Client Profile and Custom tabs of the Main Client page please see Viewing and changing Client details