New Client: Submit a new client | customer through 'New Client’ online form. Client information supports a number of apps. Once approved, the information will be available under ‘Client List’. Approval is to check clients credit worthiness and can be turned off. Click ‘email’ to send a link to a blank or partially completed ‘New Clients’ form saved for your clients to complete and upload for you. You can turn on/off sections depending on the information required. |
Client List: View your complete list of clients|customers. Archive any selected client. Unarchive earlier archived clients, which will reappear on your ‘Client List’ |
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