Note: a Client can be associated with only one Company.
From the Client section, click on ‘Add a client’:
Complete the fields in the contact form:
Note: to make the telephone number compulsory (or the reverse), go to: Settings > Customisation > Forms > Default form > Modify
Client language: determines the language of the quote
Company: associate an existing company with this client master record. If the company has not yet been created, go to > Companies
In the ‘Settings’ tab: the custom fields you have created in the section > Customise > Custom fields are displayed.
These custom fields can be used to add specific information to a client's contact form and/or a request form, in addition to the standard fields provided by default.
From the Emails tab: if the ‘no’ box is ticked, the client will receive NO emails from the platform, including the email to generate a new password.