1) To access the Clients page, click on “Clients” from top main menu as shown below:
2) The system will navigate the user to the SPG Clients Page as shown below:
3) The Clients page consists of five parts: Label 1, Label 2, Label 3, Label 4, and Label 5.
- Label 1 – shows the Client Master List.
The list displays the following information:
- Client Name
- Client Account
- Office Account
- Billable
- Last Activity
- Label 2 – button function for adding new client
- Label 3 – shows function for exporting the client list data.
- Function for each button are as shown below:.
- Label 4 – is the search bar function.
- This function enables user to search items in the client list.
- To do a search, type in the item keyword in the search bar.
- The list will directly filter the client list information according to the searched keyword as shown below:
- The list will filter the item keywords according to information within the client list: Client Name, Client Account, Office Account, Billable and Last Activity.
- Item keywords not found within the client list will display message “No matching records found”.