How Do I Create Client profiles?

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You can use the Client screen to create client profiles, add or edit client-related information. You can set up your client profile at a basic level with a few mouse-clicks or at an advanced level with all the details. Please read the desired sections.

 

Basic Setup

To create a client profile:

 

  1. Click Lists on the navigation bar and select the Client tab.
  2. On the Client screen, click New to open the Client screen in the detail view where you can enter information for a new client.
  3. The pointer is placed automatically in the Client ID field on the General tab. Enter an ID for the client using letters or numbers, up to 65 characters long. For example, Allied Tech for Allied Technology or BQES for BQE Software, Inc.
  4. Enter other information, if desired.
  5. Click Save.

 

Advanced Setup

To add additional information for the client:

 

  1. On the General tab, enter other information such as name of the client’s Company, Client Manager responsible for client relationships, address, other contact information and so on. Press the Tab key to move from field to field or just click on the desired field.
  2. Select a status for the client—Active or Inactive. Lists in Web Suite include only ‘Active’ status clients.

    Changing the status to Inactive does not delete the client.
  3. Choose a Default Group for the client. This can be specified in addition to any other group you choose.

    This is useful for reports. If there is a client who is a member of both group A and B but its default group is A, then he will be listed against A on the reports.
  4. Enter the client’s federal tax identification number (Fed ID) or the social security number for a sole proprietorship (up to 20 characters). You can customize this label from the Custom Labels screen.
  5. Enter any extra information in the custom fields (up to 50 characters). You can customize these fields in the Custom Labels screen.
  6. Type some notes related to the client in the Memo.
  7. Click Attachments to attach documents and files to the client record. For example, you might want to attach invoices or contract documents to the client record.

See Also