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Clients & Profits
X Online User Guide |
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Clients are
the most essential part of your Clients & Profits X database
for a simple reason: A job ticket can't be opened without one.
Once the client is added and saved, it can be
seen and used immediately by other users. The client’s account information
can be changed anytime. New clients can also be added while you’re
working elsewhere using the client’s
List Report.
To add a client
1 Choose My > My Clients.
2 Click the add button,
or choose Edit > Add New Client.
The Add Client Account window opens.
3 Enter the client number, name, and other account information.
4 Click OK.
Learn more:
Clients
Client Access Privileges
Client Statistics
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 © 2012 Clients & Profits Worldwide w
e l o v e a d v e r t i s i n g |
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