Quartz Client Screen
The Client area is where Client Records are viewed and maintained, it is also where Client Records are created.
Import will take users to the Client import history screen, where Clients can be uploaded using a spreadsheet template.
Create allows you to create a new assignment. For a guide on how to create an assignment press here:
Options to filter
Options to filter
Client Name
Status
Compliance Status
Invoice grouping by
With Chaser Settings
Pressing Clear Search will clear the current search parameters.
Client List
Client List
Client No: The Client Reference number
Client name: The name of the client
Compliance Status: Open/ Closed
Invoice Grouping: Indicates how this client’s invoices are grouped — e.g. by Timesheet, Contractor, Client, or Client and Location
Client Status: Active/ Inactive
Chaser Settings: Set to Yes to enable automatic timesheet reminders. Set to No to disable.
Created at: The date and Time the client is created.
Actions Menu
View the client
Edit the client
Change Status
Click Delete to remove a client; only delete those with no related transaction and created in error