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CRM: Client & Supplier Management
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