The clients page is the basic work screen for viewing all your current clients or customers. You are able to search for a specific client. From this screen you are able to setup a new client.
- Create a new client by selecting Add New Client.
- Search for specific existing Clients, with a specific status.
- Open a client’s file, by clicking on the Client’s name or on the button to the left of the name. When a Client’s file has been opened you can either do work for the client, or you can view or edit their details.
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