Using the Client and Contact pages

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.

Client page

The tabs and associated tasks on the Client page are:

• Main tab

This tab displays by default when you open a client and contains the information identifying the client and how to contact them along with any notes. The available functions are:

• Creating a new client/contact using the wizard

• Changing client names and codes

• Phone and other details

• Closing a client

• Viewing all clients and contacts in a family group

• Changing contacts into clients

• Changing clients into contacts

• Deleting a client.

• (AE) Assignments tab

• (AO) Jobs tab

• Responsibility tab

This tab is where the people in your practice who are responsible for this client are recorded.

• (AE) To Do tab

• Documents tab

• Client Accounting tab

• (Practice Manager) Bills tab

• Extra tab

This tab contains any extra information that the practice wants to collect.

• Associated tab

This tab lets you define relationships between this client and other clients and contacts in the database.

• Addresses tab

This tab displays the client’s addresses and is where you edit them. The available tasks are:

• Maintaining addresses

• Phone and other details.

• (Practice Manager) Defaults tab

This tab is used to view and maintain the client’s credit control and bank details.

• (Practice Manager) Home tab

• Billing Group tab

• Tax Returns tab.

The information shown on these tabs can be created using the Create Client/Contact wizard (see Creating new clients, contacts and suppliers).

Related topics

Using the Contact page

Notes on the Main tab