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What are Clients?
Simply put, Clients are Customers.
All clients belong to a Client Group which is determined when creating or editing a client. Each company has by default a "General" client group, and new clients are placed in this group by default. As a result, creating a client group is not necessary to add a client, unless the client should be categorized differently or have unique settings that vary from the General group. Client Groups have settings that make themselves unique from one another.
Creating Clients
To create a new client, click [Clients] > [Add Client].
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A form will be presented with the following sections:
Contact
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Information
This section requests generic contact information, including name, street address, and email address.
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This section allows the clients language and group to be set. To add additional client groups visit [Settings] > [Company] > [Client Groups], learn more. To add additional languages visit [Settings] > [Company] > [General] > [Internationalization], learn more.
After entering necessary details, click the "Create Client" button to create the client. Once a client is created, you will be redirected to the client's profile page.
Deleting Clients
Clients may be deleted by visiting the Profile and selecting "Delete Client" under Account Actions.
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Instead, you may wish to mark the client as inactive, or fraud, which will prevent the client from logging in while still maintaining all of the client's information for future reference. |
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