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Clients are individuals or companies for which the practice carries out work. They must have a client code assigned to them. Clients can either be chargeable clients, who may be billed by the practice, or internal clients, who are used to hold all non-chargeable costs of the practice.

Contacts are individuals or companies that the practice may come into contact with. They may be suppliers of products or services to the business — for example, banks, solicitors and tax agents — or prospective clients that the practice wants to keep in the database. The details might be their name, addresses, phone numbers, email addresses, and so on.

To help you get started working with clients, this section covers:

• Finding an existing client

• Creating a client

• Adding and maintaining client addresses.

Other client related tasks and functions are detailed in the online help.