A Client is representative of your customer. In K2A Core or the Company Dashboard, you can view, edit, or deactivate all the entities within a client. Creating a ClientYou can create a new client from K2A Core (K2A Core > Entities > Client) or from the Client Dashboard. Select the Actions button (top right). Select Create Client. In the Add New Client window, complete the following information: In the Search for Address field, enter the physical address and select the correct address from the displayed options. The additional address fields will automatically populate. Select Create.
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To add the Primary Contact to the client, you will need to select the ellipsis icon to the right of the client (after creating the client) and select the Edit. |
Editing a ClientYou can edit a client from K2A Core (K2A Core > Entities > Client) or from the Client Dashboard. Select the ellipsis icon to the right of the client. Select Edit. In the Edit Client window, you can edit any of the fields. (Optional) Select the Primary Contact drop-down and then select an existing client contact. The primary contact name displays as bolded text in the Contacts table. Select Update.
Deactivating a ClientYou can deactivate a client from K2A Core (K2A Core > Entities > Client). Select the ellipsis icon to the right of the client. Select Deactivate. Select Update.
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