The Client area is where Client Records are viewed and maintained, it is also where Client Records are created.
Navigating the Client Area
The Client record is accessible from the front-page dashboard, or from the menu grid.
Menu:
Client screen:
From this screen, you can see all Active clients, in the order of creation, this is due to the unique identifier that is generated when a client is entered into the system.
You can search for a client using the filter at the top by:
1) Client Name
2) Status
3) Compliance Status
4) Invoice grouping by
5) With Chaser Settings
In the client list grid, you can add or remove columns as you wish using the "Grid Columns" option.
Also, you can export the list that is displayed on the particular page using the "Export" button and export the full list using the "Export All" button.
On each client record listed, you can do the following actions:
Eye icon (View): View the Client record
Pencil icon (Edit): Edit the Client record
Bin icon (Delete): Remove the Client record (please note this is not recommended unless the Client record is a duplicate and has not been used for any transactions))
Status icon: User’s can make the client's status Active or Inactive using this button. If a Client is no longer a Client of the agency, it is recommended to deactivate the Client rather than delete it to preserve the historical information involving this record, If a Client comes back at a later date, you can simply make the client active again rather than entering a new record.
You can click the Create button in the top right of the screen to add a new Client.
You can click the Import button at the top of the screen to import the clients in bulk.
If you have MDA integration set up, you can push the clients to MDA using the "Select & Push to MDA" button.