11) Clients

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For the Clients command you have permission to see a listing of entries, plus the details of any given entry.

By default, only clients with active jobs are shown. You can click use the Status dropdown in the filter section to see clients whose jobs are all closed, or new clients who do not yet have any jobs created.


The view page let you see details about the client, such as address, telephone number, and client representative (if applicable).


At the top of the page you will see links to any and all jobs for this client.


At the bottom of the page, you will see some expandable sections for Tasks, Notes, etc.


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