The Client window can be used to view, edit and enter new information about your clients, as well as manage their client jobs, Projects and marketing / financial information, like prices, quotes and invoices.
Client Window tabs
Different tabs of the Client window represent different aspects and elements of your client database. Client data is broken into the following tabs:
The Main tab — contains the profiles of your clients and basic information on them.
The Contacts tab — lists the contacts of the selected client. New client's contacts can be added here.
The Marketing tab — contains the marketing information added by your sales representatives or marketing staff.
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 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. Credit notes and refunds can also be linked together here.
The Account tab — provides a basic overview of the financial account of the selected client.
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 — graphically displays the timelines and statuses of the selected client's projects.
See also: