Client Entity Management
- Kimberly Onnen
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 Client
You 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:
Client Name: Enter the unique client name.
Business Type: Select business type.
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.
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 Client
You 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 Client
You 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.