All Collections
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 this week
Import Client Sub Location / Site Data
Format and import your sub location / site data for a client record
Written by
Jeff
Updated this week
Create A New Client or Supplier
Setup an individual new client
Written by
Jeff
Updated this week
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 this week
Client & Supplier Search, Edit & Archive
Clients & Suppliers Search
Search, by name, contact, address, postcode or telephone
Written by
Jeff
Updated this week
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 this week
Client Reminders
Client Reminders
Important reminders and "to do's" for your Client
Written by
Jeff
Updated this week
Client Contracts
Client Contracts
How to Setup A Client Contract For Servicing Assets on Planned Maintenance Schedules
Written by
Jeff
Updated this week
