The jobs and invoices pages show the client's work for the past three years.

To open the My Clients web page

1 From the home page, choose My > My Clients.

The clients web page opens, displaying the last-added client account.

To find a client account

1 From the Clients web page, enter a client number into the Find client: field then click the Find button.

or

1 Choose Lookup > Clients to open the clients lookup list. The Lookup Clients page lists all of the shop's active clients.

2 Click on a client number link to see the client's web page.

Adding a new client
Clients are the most essential part of your Clients & Profits ASAP 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. This tutorial video shows how to add a new client.

To see a client's account information

A client's account information can be viewed by clicking one of the links on the client web page: billing info, contacts, notes, or diary/calls.

The client account information pages include:

Billing info The billing info window displays the client's standard billing rate, markup, finance charge, sales tax, invoice printing options, and current balances.

Contacts The contacts page contains the key contact people at the client, including phone numbers. A client's contact information can be edited here.

Diary/Calls The Client Diary page lists the client's diary entries, which are added by account executive, supervisors, and others to document meetings, conference calls, and other information about a client. Clicking on a diary entry displays its complete details, including who was notified via e-mail.

Add New Diary Entry link lets you add a new diary entry. The Add Client Diary Entry page prompts you for the entry's event/action (i.e., subject) and a description. The new diary entry can notify one other staff member when it is saved.

Open Jobs The Open Jobs section lists the client's jobs that are open. For each job listed you'll see its number and job name/title. Clicking on a job number opens the Job Ticket web page, displaying the selected job and its tasks.