Client Management

Client Management

From within client management you can

• Create new client records.
• Update existing client records.
  • You can restrict access to the various parts of the client record; see the permissions section below for further details.
• Delete client records.

Client Records

Client records are split into several distinct tabs/sections, with access to each tab/section being controllable using the permissions system.

• Summary: Includes some of the clients key details, such as their name, status, client group, contact and location information.
• Details: Manage each clients details such as the clients name, status, and client group.
• Contacts: Manage each clients list of contacts.
• Locations: Manage each clients list of locations/addresses.
• Team: Manage each clients team.
  • You can manage employee and client relationships from either the employee or the client record; it's solely down to how you choose to work.
• Comments: Leave comments against client records.
• Documents: Manage the list of documents stored against each client.

Permissions

You can restrict access to the various parts of the client record; listed under the client records section above.

You control whether a user has access to:

• All client records in the system.
• Records for clients that they are responsible for; this is based upon the employees client list or the clients team.
  • You can manage employee and client relationships from either the employee or the client record; it's solely down to how you choose to work.

This allows for a great deal of flexibility as the system can be configured to:

• Allow all users to view just the basic details for each client in the system.
• Allow all users to view the full details of each client in the sytem.

While allowing employees on the clients team to manage the client data.