CRM: Client & Supplier Management

Client & Supplier Imports & Creation, Client Reminders & Contracts

8 articles in this collection
Written by Jeff

Client & Supplier Imports & Creation

Import Client & Supplier Data

Format and Import Your Main Client Record Data

Written by Jeff
Updated over a week ago

Import Client Sub Location / Site Data

Format and Import Your Sub Location / Site Data for a Client Record

Written by Jeff
Updated over a week ago

Create A New Client or Supplier

Setup an individual new client

Written by Jeff
Updated over a week ago

Creating a Client Sub Location or Site Location

Enable work to be completed or billed for clients with multiple sites or locations.

Written by Jeff
Updated over a week ago

Client & Supplier Search, Edit & Archive

Clients & Suppliers Search

Search, by name, contact, address, postcode or telephone

Written by Jeff
Updated over a week ago

Archive A Client or Supplier

Archive a client or supplier record but retain a history of work completed or billed for that client

Written by Jeff
Updated over a week ago

Client Reminders

Tasks

Important reminders and "to do's" for your Client

Written by Jeff
Updated over a week ago

Client Contracts

Client Contracts

How to Setup A Client Contract For Servicing Assets on Planned Maintenance Schedules

Written by Jeff
Updated yesterday