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Client Page: Home tab

Last modified 08:03, 24 Apr 2017
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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:

  1. Right–click a graphical display.
    The graphics menu will appear.

    File:dirname/pm/020_Contacts+and+Clients/010_Client+Page%3A+Home+tab/Right_click_menu_when_on_graph_display.gif

  2. Make your selections as required from this menu.

  3. Right–click the labels of a graph to amend their look and position.
    The label menu will appear.

    File:dirname/pm/020_Contacts+and+Clients/010_Client+Page%3A+Home+tab/Right_click_menu_when_on_graph_labels.gif

  4. Right–click the legend of a graph to amend its look and position.
    The legend menu will appear.

    File:dirname/pm/020_Contacts+and+Clients/010_Client+Page%3A+Home+tab/Right_click_menu_when_on_graph_legend.gif

    File:dirname/pm/020_Contacts+and+Clients/010_Client+Page%3A+Home+tab/Right_click_menu_when_on_graph_legend.gif

Related Topics

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)

WIP and Debtors – An overview

Viewing client WIP


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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