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52.4 Client |
  
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52.4 Client |
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52.4.1 Client Tab
The Client tab is a ‘View only’ screen that displays all or specific clients, contacts, Job and Invoices.
52.4.2 To view Clients, do the following:
Click Client tab
Enter criteria in the fields to display specific clients or leave them blank to display all. Example criteria are shown below.
% allows a string of any length (including zero length)
Hew% - finds all clients whose name begins with 'Hew'
%bob% - finds all clients whose name contains the characters 'bob'
H%G – finds all clients whose name starts with H and ends with G
_ allows a single character match
Sm_th - finds all clients whose name is 5 characters long, where the first two characters are 'Sm' and the last two characters are 'th'. For example, it could return suppliers whose name is 'Smith', 'Smyth', 'Smath', 'Smeth', etc.
Click Filter button.
Double-click on a particular client to view more details
There is no definite number of records to display per page. Move the scroll up or down or click the page arrows at the bottom left to move between pages.
52.4.3 General - Displays specific client details
Contacts - a ‘View only’ screen for all or specific contacts
Job - a ‘View only’ screen that displays Job information for all or specific Jobs.
Invoices - a “View only” screen for all or specific invoices.
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