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.

Sub-topics:

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viewing viewing

Viewing Clients

1. Choose the HOME Image Removed icon.
2. Choose the CLIENTS Image Removed  CLIENTS icon from the left navigation pane.
3. On the Clients page, all clients display.
4. To find a specific client, use the Search field at the top of the page. 
5. Choose the ellipses button Image Removed to ellipsis button to the right of the Client and then choose Manage Client.
6. The Client information is displayed.

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creating creating

Creating a Client

1. Choose the HOME Image Removed icon.
2. Choose the CLIENTS Image Removed  CLIENTS icon from the left navigation pane.
3. On the Clients page, choose the Add Image Removed icon on the lower right.
4. Enter the following:
   • Client Name
   • Address
5. For a Signature Customer, choose the Client's Customer ID that is used in Signature.
6. Choose CREATE.

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editing editing

Editing a Client

1. Choose the HOME Image Removed icon.
2. Choose the CLIENTS Image Removed  CLIENTS icon from the left navigation pane.
3. On the Clients page, choose the ellipses button Image Removed to ellipsis button to the right of the Client.
4. Choose Manage Client.
5. Choose the ellipses button Image Removed to ellipsis button to the far right of the Client name and then choose Edit Client.

Deleting a Client

1. Choose the HOME Image RemovediconHOME icon.
2. Choose the CLIENTS Image Removed icon CLIENTS icon from the left navigation pane.
3. On the Clients page, choose the ellipses button Image Removed to ellipsis button to the right of the Client.
4. Choose Delete Client.
5. Choose Confirm in the message that displays
   .