Client Details Screen

Client Details Screen

Client Details Screen

1: Find Client - Easy search function
2: Edit Internal Notes - Add notes specific to this client
3: Online Password - Used for client logins to the WebJob interface, when active password is required
4: Adding clients to your Mobile users - Use Select All or Clear All, or just tick the individual boxes next to the clients name.
5: Corporate Client - Head office account for business with multiple locations that want invoices & statements sent directly to Head office. (Not  to be used for locations who want their invoices sent directly to them)
6: Link to Corporate Client - locations attached to a corporate client, once ticked new field opens to select Corporate Client.
7: Client Inactive - This is client you do not want to do work for, but will allow you to enter a job with a warning.
8: Client Disabled - Not visible in the system apart from Client details screen.
9: Site Details - where you list of all locations & contact details for each site owned by this client.
10: Accept Promotional Materials - Identifies customer who will accept your promotions
11: Bill Travel Time - Tick if you want this client this charged for Travel
12: Email Client - email client directly from here
13: Edit Label - Edit envelope label template for Print Envelope Label
14: Print Envelope - Print Envelope Label
15: Preview - tick if you want to see the labels before printing them.
16: SMS Client - Send your client an SMS from here. (If you want this function activated please contact CostManager support)



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