Client - Business Development View - Screen Description

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.

• To create a new contact, opportunity, or project that includes a client's information, open the client and then click the Related Items button and select the New Contact, New Opportunity, or New Project option. A new, unsaved document with the client's information will be displayed.

General

In the General area, enter client information.

Req'd	Field	Description
	Code	Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed. This field automatically prepopulates and be read-only if an auto-counter has been defined for this type of document.
	Name	Enter a name to describe the document. The name does not have to be unique.
	Alternate Name	Enter an alternate name for the client. For example, this name can be used on billing documents.
	Parent	Enter or select the client's parent company. This could be necessary when a client has multiple divisions or affiliates. When used, this field allows multiple clients to be grouped and reported on as one consolidated client. If the client does not have a Parent, this field can be left blank.
	Type	Enter or select an active client type. This is a reporting parameter that is used to group and sort client data.
	Primary Contact	Enter or select an active contact. This is the primary contact used for important communications.
	Manager	Enter or select the employee who manages the relationship with the client or prospect. Only active or pending active employees can be selected.
	Prospect	Select if the client is a prospect. This implies that the business organization is a potential customer of the firm’s professional service offerings.

Address

In the Address area, enter one or more addresses. It is used to track addresses of different locations. Multiple addresses can be defined. Each address code must be unique for the client.

*Req'd	Field	Description
	Code	Enter a code for the address. This must be unique to the document instance but does not have to be globally unique.
	Name	Enter a name to describe the address. This does not have to be unique.
	Mailing Address	Select if this address can be used to send and receive mail. If selected, Street, City, and Country are required.
	Phone Number	Enter a telephone number for the contact.
	Fax Number	Enter a fax number for the contact.
	Street	Enter the street address. This field is required when Mailing Address is selected.
	City	Enter the city. This field is required when Mailing Address is selected.
	State/Province	Enter or select the state or province. This field is required when Mailing Address is selected and the selected Country is set to have States or Provinces. For more information, see Country.
	Zip/Postal Code	Enter the zip or postal code. This field is required when Mailing Address is selected and the selected Country is set to have postal codes. For more information, see Country.
	Country	Enter or select the country. This field is required when Mailing Address is selected.
	Status	Select the status of the address.
	Primary	Select if this is the primary address.