Managing Details
1) To start managing the client detail information, open the Client Details page by clicking on any client from the Client Master List. 2) The Client De...
Fri, 10 May, 2019 at 2:13 PM
1) Select client from Client Master List. 2) To edit client detail information, click in Edit Client Details button on top right as shown below: ...
Fri, 10 May, 2019 at 2:05 PM
1) To add new contact person to a client, click on “Quick Create” button and select “Contact” as shown below: 2) A pop-up form will be displayed as sh...
Fri, 10 May, 2019 at 2:07 PM
1) To edit contact person detail, click on “Contacts” sub-menu of Client Details page as shown below: 2) The system will navigate the user to the Cont...
Fri, 10 May, 2019 at 2:12 PM
1) To view the finance summary of the client, click on “Finances” sub-menu of Client Details page as shown below: 2) The system will navigate user to ...
Fri, 10 May, 2019 at 2:27 PM