Client Page: Home tab

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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


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