Editing the Client Page
1. Client Page
2. Click on •••
3. Edit
Jobs Management
Client Manager: Select who will manage this client (no one, team members etc)
Profile Picture: Upload this from your network
Type of Client (EG: Limited Company)
4. Edit client type details:
Other Info
5. Other Info: Enter additional info not already imported during migration
Custom Properties
6. Attributes to add to this company (EG: Bad Debt Letter)
- Name: [text]
- Type: [text]
| Textbox Text will appear in client screen) EG: Password to be able to discuss business-related queries in absence of Direct | Date The calendar will appear after 'Save' | Checkbox Tickbox will appear in postcard client [edit] mode Yes/No will appear in client screen if checkbox is ticked |
- Position: The position this attribute stands against other attributes (ascending order)
- Add attribute to all ... [same client types as per the client you are editing]: (tick - cannot be undone)
- Save
(It will appear as an attribute once saved - can be deleted/ restored if deleted)
Addresses
7. +Address: Enter text as applicable
Telephones
8. +Telephone: Enter text as applicable
Emails
9. Emails: Enter text as applicable
Websites
10. Websites: Enter text as applicable
Relationships
11. Relationships: This is the relationship this client has with another client in your platform
(Custom Relationship * Director * Employee * Officer * Owner * Partner * Shareholder)
- Appointment Date: Date when relationship started
- Resignation Date: Date when relationship ended
- From* = the client you are editing currently (Mandatory)
- To* = the client you are putting a relationship with (Mandatory)
- Valid From (not mandatory)
- Valid To (not mandatory)
- Save
12. Save Client Page