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    Client Record
    • 03 Jul 2024
    • 1 Minute to read
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    Client Record

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    • PDF

    Article summary

    The Client record stores information about each Client, including their name, address, contact information, and more.

    Security

    Clients Permissions are found in the Permission Tree as follows:

    Administration

    • Clients

      • View Clients

      • Edit Clients

      • Create Clients

      • Delete Clients


    These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

    Client Record Buttons and Fields

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    Button/Field

    Description

    1

    Client Name

    Name of the client

    2

    Phone Number

    Client's main phone number or the phone number of the representative

    3

    Assigned Representative

    The Person, Group, or part of the Company that is assigned to oversee this Client

    4

    Set for All Locations

    This toggle should be turned on if all Locations in the instance belong to the same Client. When toggled, the 'Client' selector on each Location Record will be updated, and all future Location records will include this Client. If the Locations have different Clients, navigate to each Location record and manually update the 'Client' selector

    5

    Email Address

    Main email address contact for the Client

    6

    Business Type

    Client's type of Corporation / Business. This is an optional field that can be included as a variable that automatically populates on Documents listed in Report Packages

    7

    Address Info

    Address of the Client

    8

    Additional Package Variables

    User-created Client variables that can be included in Report Packages. Up to three additional Generic Client Variables can be created. When including these variables on a Word Document, ensure that they are entered in the following format: '@ClientVariable#'. Click here to learn more about Report Packages

    Save Menu

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    Save - Save changes without closing the client record.

    Save and New - Save changes and open a blank client record.

    Save and Close - Save changes and close the client record.

    Delete - Permanently delete the client record. This action cannot be undone.


    Create a New Client Record

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    New Client records can be created by hovering over the 'Administration' menu and clicking 'New Client'. This will open up the New Client record.


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