With the new Global Client management tool you can keep all of your client details in one place. This includes adding their address and contact details, for quoting purposes and the possibility to edit and delete any existing details.

Find out in this article how to use this.

Firstly, click on the Global tab, then click Client management. From here, you can add your client details by clicking on the Create new client record button.

This will then add a new section where you can add your client information, such as the Company name, Quotation information and address.

You will also find a box for the Code. This code is mandatory for the global client management tool if you have client selling rates, or if you want to upload your own local charges for a specific customer.

Click on the Add address button to start adding address details.

Add the Label of your company, such as what its function is, the Code if you want to connect it to a TMS and the address details.

Once you’ve entered the address information, click on Add. The contact information will now appear under the Addresses section.

Next click on the Contacts tab to add individual contact information for this client.

Add their name, job title and choose the address. The addresses available will be those that were previously added within the Client details section. Finally, add their phone number and email address, then click Add. The contact information will now be added to your list of contacts.

If you want to add or edit any client details or contact information, simply click on the pencil symbol to edit, or the rubbish can symbol to delete.