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.
The client's most recent WIP, bill and receipt are listed in the Recent Activity panel:
Any tasks that are planned or in progress for the client are listed in the Tasks panel:
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
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