Contacts

To create a new client, click the Create Client button. The client details record will be populated with the details of the current contact.

If the Web Mapping feature is enabled, you can use the Internet to look up the contact address.

• To add a new contact to an existing client, first select the Client, then click on the +button and complete the details.
• To edit a contact, first select the Client and Contact in question, and then click on the Edit button. Make the desired changes, then click Submit.
• To add a new contact who may become a Client, select a client called, say, "Prospective Clients", and add the relevant details as above. When the contact becomes a client just select the lucky contact and click Create Client. A project must then added to the new client in the normal way.

Note: Although the "Prospective Client" is setup as an administrative client i.e. non-chargeable the new clients created will all be chargeable.

You can add custom fields to a client, project or contact record. To do this, carry out these steps:

1. Ensure that the Custom Fields permission is granted in your user profile.
2. Open the Utilities view in the left-hand pane.
3. Click Database Utilities in the left-hand pane.
4. Click Custom Fields in the left-hand pane.
5. The Custom Fields window opens in the main workspace. Select Clients, Contacts or Projects in the drop-down list at the top of the screen, as appropriate.
6. Click NEW to create a new custom field.
7. Enter a column name, label and description.
8. Specify a column data type. This can be String (text), Date or Number. This constrains the type of information you can enter in the field.
9. Click Submit to create the new custom field.

The new custom field is added to the client, project or contact record.