Monthly Archives: March 2013

What are the different possible categories of addresses?

When looking at the address history for a client, the 'Notes' column on the far right indicates what kind of address a given entry is. Here are the different types: [table td1="Label" td2="Description" ] [td1] Original [/td1] [td2] The client's address when you first met them [/td2] [td1] Tentative [/td1] [td2] If the task involves moving…
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I’m looking for an old client, they aren’t in the list

The Client Manager has two views. The default view shows only clients with active jobs, which is the most common usage. The second view shows all clients, both ones with completed jobs as well as those with active jobs. You can toggle between the views. When you are looking at the active clients, there is…
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