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4.3 Clients

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4.3.1 Clients are one of the types of Business Contact available in Latitude.

Reference Data

Prior to entering a client the following Reference/Lookup data must be set up

 

4.3.2 Relationships (Business Contact Relationships)

 

The Relationship describes the types of Business Contact. Ensure that "Client" exists in the list.

 

4.3.3 Client Type

 

The Client Type refers to the categories you wish to divide your Clients into, for example, Local Government, State Government, Builder, Developer, and/or Architect. You can create as many or as few as you need.

 

4.3.4 Client Data

In the Ribbon Menu select ‘Main’ and then select ‘Business Contacts’ to bring up the Business Contacts form. Enter the following data to create a Client:

 

Company Code: Use any combination of letters and numbers, excluding spaces. Create a code that helps with identification in the system. For example, often the first two letters of each part of the client’s name are used.

 

Company Name: The name of the client.

 

Relationship: Select "Client"

 

Business Type: Select one of the Client Types you set up earlier.

 

NOTE: It is recommended that a Client is set up for your own company. This is so that jobs can be created that allow you to track time that is not linked to an external client. Examples of this type of time might include Annual or Sick Leave, Administrative duties, and/or travel time.