6 – Clients

The index page shows the company name and contract for the primary contract.

  1. Full client details including Billing address, physical address and secondary contact are accessed by clicking on the client name. You can modify the client record from the client details page.

New clients can be added by using the [Add new client] link that is located at the top of the page.

Client's Name

Click the link to be taken to the client record page for the selected client.

Primary Contact

Click on the name to email them.

Click the link to launch your e-mail program.