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The Client and Contact pages has a number of tabs which group information together so that details are easy to view and edit when necessary.
Click on the tabs to display the information for that tab on the page. The Tasks bar updates as you change tabs to show the tasks associated with the information on the tab.
The tabs and associated tasks on the Client page are:
(AE) Assignments tab
(AO) Jobs tab
(AE) To Do tab
Enables you to create, view and amend the tasks or activities that are planned or completed for the selected contact or client.
Displays links to documents that are saved against the client or contact so that everyone can find information relating to a client or contact.
Creating a new client/contact using the wizard (AO)
Creating a new client/contact/supplier using the wizard (AE)
Changing contacts into clients
Notes on the Main tab
Clients and contacts
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