Table of contents
The Client page Home tab displays key performance indicators (KPI's) for the selected client. This allows you to view at a glance the WIP and debtor details for the client in an easy to read graphical format. The client's most recent WIP, bill and receipt are listed in the Recent Activity pane, and any tasks that are planned or in progress for the client are listed in the Tasks pane.
To change the graphical display presentation:
Right–click a graphical display.
The graphics menu will appear.
Make your selections as required from this menu.
Right–click the labels of a graph to amend their look and position.
The label menu will appear.
About Contacts and Clients
The Client page
How to search for and open a contact or client record
How to view Contact or Client details
How to edit contact or client details (addresses and numbers)
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