The Client Details section allows users to enter and implement key information for a client, including Name, Address, Postcode, Region, Country, Email, Phone, Primary Contact and Preferred Supplier.
The Active checkbox, located at the bottom of the page, determines whether the client is available for selection throughout the system. When selected, the client will appear in relevant lists and lookup fields.
To delete a client, the user must enter Edit mode and select the Delete button located in the top-right corner of the page.
Users with the appropriate permissions can restore deleted clients by selecting the Restore button in the top-right corner when viewing a deleted client record.
