Skip to main content
CCH Software User Documentation

Client Record: Home tab

 

The Client page Home tab displays key performance indicators (KPI's) for the selected client.

This allows you to view at a glance the WIP and debtor details for the client in an easy to read graphical format.

clipboard_e5bb303574a7ed94e750de2b4dd104ce6.png

The client's most recent WIP, bill and receipt are listed in the Recent Activity panel:

clipboard_e286a48930b1dc7d35cc5cac448a4293f.png

Any tasks that are planned or in progress for the client are listed in the Tasks panel:

clipboard_ef497eebb2b611822078a48e320b86345.png

 

Related Topics

About Contacts and Clients

The Client page

How to search for and open a contact or client record

How to view Contact or Client details

How to edit contact or client details (addresses and numbers)

WIP and Debtors – An overview

Viewing client WIP


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

 

  • Was this article helpful?