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.

  1. Create a new client by selecting Add New Client.

  2. Search for specific existing Clients, with a specific status.

  3. 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.