Clients

When accessing the Clients area, the system displays a Clients list table containing all clients currently held in the system.

Clients that have been deleted are only visible to users with the Super User switch enabled in their User record. These clients are easily identifiable, as they appear highlighted in red within the list.

The Clients List table includes four columns: Name, Address, Phone, and Primary Contact. All information displayed in these columns is sourced from the Client Details page.

The Clients area also contains a Quick Search which targets the Name, Address or Phone.

Users with appropriate permissions can edit an existing client by selecting the client from the list table.

To create a new Client, select the + New button located in the top-right corner of the page. The system will then open a new client record on the Clients Details page, where the required information can be entered.