Clients
The Clients area stores the organizations and customers your agency works for.
Client list
Section titled “Client list”The current client list can show fields such as:
- code and name;
- client currency;
- postal address, city, state, ZIP code and country;
- website and VAT number;
- email, phone and fax details;
- client flag.
Use the standard grid controls to find, filter and group client records.
Create and maintain clients
Section titled “Create and maintain clients”From the Clients screen you can create a New Client, edit or delete a record, and use the client wizard.
Where available for your edition and access rights, the client actions also include:
- Clone;
- Move to Prospects;
- export to JSON.
Client profile
Section titled “Client profile”The client profile contains the main contact and business information used across Projetex. Current profile fields include payment terms, locale format, currency, VAT number, invoicing policy, project managers and custom fields.
A client can be linked to projects and client jobs, so keep the core client record current before you create new work.