Client

The Client screen allows you to add and define clients. A client is an entity that contracts services from the company. Each client contains the trade and relationship information that is used for projects, billings, and collections.

The Client screen has two available views: Default and Business Development. The Default view was designed to be used in the accounts receivable area of the system and contains full client information, which includes bill routings and other payment and tax information. The Business Development view was designed to be used in the business development area of the system to track client and prospect information and is limited to basic client information.

See Also: For information about the Business Development view, see Client - Business Development View - Screen Description.