Main tab of Client window can be used to manage your database of clients. It contains the list of all clients and their profiles.
You can search clients by name with the help of Starts with and Contains filters. Select Starts with option and enter first few letters of client's name in the field, and the cursor will jump to highlight first matching client's name in the list. Select contains option and enter any part of client's name being searched.
| • | Click any client in the list to view profile of this client to the right. |
| • | Double-click any client in the list to edit their name, client code and change client currency. |
| • | Once a new client has been added, his data can be edited in this profile. |
| • | You can create a new client record based on data (profile, marketing, contact or pricing) of one of the existing clients by cloning this client. To do so, select a client to clone, and click Clone button. |
| • | 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 Delete button. |
| • | Each client can have a flag assigned to it. Client flag can be changed by right-clicking the narrow field displaying flags. |
Clients are listed in the form of table. Although by default this table contains single column (Name), you can add your custom fields to view by right-clicking the client list and then clicking Customize Columns in the context menu.
Note: Due to user access restrictions, some filter operations (like local custom filter and global date filter) or page settings, you may not be able to see all the clients in the database. Summary at the bottom of clients list displays if all of the clients are shown.
Client profile
On the right side of the Main client tab, you have three tabs: Client Profile, Accounts and Custom, which allow you to review and modify the client’s information. Click appropriate button to add or edit client profile information.
| • | Client 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. |
| • | Name — click this button to edit this client's name. This name can be up to 150 characters long. |
| • | Account Managers — this field lists client accounts and account managers assigned to them. Click Account Managers button to assign or remove Account Managers to this client's accounts. |
Note: Only users with advanced access rights can assign account managers.
| • | Postal Address — click this button to add or change a postal address of the client. |
| • | Contact Info button — allows you to add or change contact information of the client. |
| • | Web site — opens Edit Website of Client dialog box, providing field for entering a web site address (URL) of your client. Click Go button to open this site in your Internet browser. Web site address can be up to 120 characters long. |
| • | Payment Terms — allows you to specify payment terms for each client, and their minimum fees. According to this information Projetex will determine if your invoices to client are outstanding, overdue or will be due soon. |
| • | VAT Number — enter client's legal tax number to have it automatically displayed and printed on invoices. |
| • | Client Folder — this part of client's profile can be used to quickly create client's folder and access client files. Click Create button to automatically create a folder, tied to this client. The location of client folder will depend on the location of centralized Business folder, assigned with the help of Projetex Server. Explore button becomes active only after client folder has been created. Click it to open the client's folder in the Windows Explorer window. |
| • | 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 client currency, converted according to exchange rates which you set. |
| • | Next Codes — click this button to edit the automatic counters for client-specific codes of quotes, client jobs, invoices and payments. Projetex will use the codes for the next quote, client job, invoice and payment you create. You can only increase the next code value. |
| • | 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. |
| • | Invoicing Policy — by adjusting invoicing policy you determine conditions upon which Projetex will prompt you to invoice client jobs. |
| • | FTP connections — you can set parameters for access to FTP folders of this client. Shortcuts to these folders will be automatically added to Files tab of this client's window. |
| • | General Information — any additional information which did not fit into any of the other sections can be entered here. |
Client accounts
To add or delete client accounts, click Client Accounts tab. All accounts of currently selected client can be viewed on the Client Accounts tab.
Note: Only users with advanced access rights have access to this tab.
Custom data of client
Client database can be customized by adding custom fields. Any custom fields which have been added to clients database, can be accessed by clicking Custom tab, next to the Client Profile tab.
Note: Only users with access to Projetex Server Administrator can add or remove custom fields.
