Clients

Client Center

How to add a client

To Add a Client click on the New Button on the Client Center form..

How to edit a client

To Edit a client click on the ✏️ on the Client Center form.

How to delete a client

WARNING

Only a Super User can delete a client.

Click on the 🗑️ to delete a client

Click on OK to delete.

How to search for an area:

Start typing in the search field and click the ☑️ icon to select the area.

The search can be done by Area, Code or City.

Field names and description table

Field Name	Description	Required	Min	Max
Acc No	Account number will be auto genetrated	Yes
Client	Client or company name.*	Yes
Contact	Contact Person	Yes
Tel No	Tel no home or work	Yes	10	10
Cell No	Cell no	Yes	10	10
Fax No	Fax no		10	10
Discount	To be removed	Yes
Status	Client status	Yes
Terms	Client terms	Yes
Email	Client email address	Yes
Vat No	Client vat no		10	10
Postal Address	Click only 🔳 if postal address is the same as address and all the address fields are completed
Street	Street name and number	Yes
Area	Area name.**	Yes
City	City name	Yes
Area Code	Area code	Yes	4	4
P.O. Box	P.O. Box number	Yes
Postal Area	Postal area name.	Yes
Postal City	Postal city	Yes
Postal Area Code	Postal code	Yes	4	4

* Press Enter to create the clients account no after typping the client name.

** Click on the magnifying glass 🔍 to do a search.