New

  • Menu "File/New client" or ⌘1.
  • On toolbar, "New client" button.
  • In browser view - if a client is selected - buttons Intelligent functions on toolbar or ⌘N.
  • In browser view, select client from the middle column then right-click for expanding menu and select action "New...".
  • During making document, "New client" button on toolbar.



Editing

  • In browser view, select client from the middle column and choose action "File/Edit..." from the menu or ⌘E.
  • In browser view, select client from the middle column and press button Intelligent functions on the toolbar.
  • In browser view, select client from the middle column, then choose function "Edit..." from the menu expanding on right-clicking.



Duplicate

  • In browser view, select client from the middle column and choose action "File/Duplicate..." from the menu or ⌘D.
  • In browser view, select client from the middle column and press button Intelligent functions on the toolbar.
  • In browser view, select client from the middle column, then choose function "Duplicate..." from the menu expanding on right-clicking.



Delete

  • In browser view, select client from the middle column and choose action "File/Delete..." from the menu or ⌦.
  • In browser view, select client from the middle column and press button Intelligent functions on the toolbar.
  • In browser view, select client from the middle column, then choose function "Delete..." from the menu expanding on right-clicking.



There are many opportunities offered for client maintenance. Choose the option mostly fitting Your convenience.


Client actions


Tags


Tags grant opportunity for customizable grouping of clients. Press button "Tag" and check in the tags desired to assign. To remove, check out.

You can learn more about the maintenance and utilize of tags under the "Tags" chapter.
Jump to chapter →


Customize


Custom fields can be set visible or invisible from the menu "Customize" on the toolbar.

The order of columns of the addresses and contacts table can be changed. In browser view, addresses will appear in the herein set order.



Client type


You can choose from trhee types from the toolbar: "Company", "Company and supplier" and "Individual".

Make sure to only use the type Company and supplier in that case if you also use stock, because on product arrival, the system will only offer those clients.



Master data assignable to clients


For every client, any of the personal prompts, methods of payment and bank accounts can be assigned. If these are chosen, the software will automatically set these data while making a document.