The first time that you access the Clients page, the page displays a message indicating that you have not created any Clients. Creating a Client also involves linking the Client record with a Signature customer.
...
- Choose the HOME
icon.
- Choose the CLIENTS
icon from the left navigation pane. - On the Clients page, all clients display.
- To find a specific client, use the Search field at the top of the page.
- Choose the ellipses ellipsis button
to the right of the Client and then choose Manage Client. - The Client information is displayed.
...
- Choose the HOME
icon. - Choose the CLIENTS icon from the left navigation pane.
- On the Clients page, choose the ellipses ellipsis button to the right of the Client.
- Choose Manage Client.
- Choose the ellipses ellipsis button to the far right of the Client name and then choose Edit Client.
Deleting a Client
| Warning |
|---|
Deleting a client will permanently remove Sites and Site Equipment that belong to this Client. |
- Choose the HOME icon.
- Choose the CLIENTS icon from the left navigation pane.
- On the Clients page, choose the ellipses ellipsis button to the right of the Client.
- Choose Delete Client.
- Choose Confirm in the message that displays
.