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Working with Clients

Adding/Editing/Deleting a Client

When adding or editing a Client the form is the same and will be referred to as the Add New/Edit Client form.  This form has four tabs: General, Addresses, Contacts, and Notes.  To add or edit a Client, click the appropriate link and the Add New/Edit Client form will open:

File:Clients_and_Contacts/Working_with_Clients/image001.png

The General tab, as shown above, has fields for: Name, Phone, Fax, Account Number, Accounting ID.

Field

Description

Name

Client name

Phone

Client phone number

Fax

Client fax number

Account Number

If you wish to identify a Client by a number use this field

Accounting ID

This field auto-generates when you import a Client from QuickBooks

The Addresses tab allows you to enter as many addresses for the Client as needed.

File:Clients_and_Contacts/Working_with_Clients/image002.png

Use the File:Clients_and_Contacts/Working_with_Clients/image003.png button to add an address and the File:Clients_and_Contacts/Working_with_Clients/image004.png button to delete an address.  You can view your addresses by using the navigation buttons File:Clients_and_Contacts/Working_with_Clients/image005.png.  To add or edit the Address Type list use this button File:Clients_and_Contacts/Working_with_Clients/image006.png.  There are Only one address can be the primary address for a Client and is designated by a checkmark “Primary Address”.  The File:Clients_and_Contacts/Working_with_Clients/image007.png button will launch IE in its own window and display Google Maps for the address.

The Contacts tab of the Add New/Edit Client form allows you to add as many Contacts to a Client as desired.

File:Clients_and_Contacts/Working_with_Clients/image008.png

You can click the File:Clients_and_Contacts/Working_with_Clients/image009.png button to manually enter a Contact or you use the dropdown arrow to associate an existing Contact to the Client or you can import Contacts from Outlook.  Use the File:Clients_and_Contacts/Working_with_Clients/image004.png button to delete a Contact.  You can view your Contacts using the navigation File:Clients_and_Contacts/Working_with_Clients/image005.png buttons or you can use the “Quick Select” dropdown File:Clients_and_Contacts/Working_with_Clients/image010.png.

File:Clients_and_Contacts/Working_with_Clients/image011.png

Contacts must be assigned to a Contact Group.  You can Add/Edit your Contact Groups by clicking the File:Clients_and_Contacts/Working_with_Clients/image012.png button.

File:Clients_and_Contacts/Working_with_Clients/image013.png 

When you click either the [New] or the [Edit] buttons, the following form opens.

File:Clients_and_Contacts/Working_with_Clients/image014.png

The Notes tab of the Add New/Edit Client form is one big editable field and there is a spell check function.

File:Clients_and_Contacts/Working_with_Clients/image015.png

To delete a Client select an entry in the list can click the “Delete Client” link.

Import Client from Outlook

When you click this link, the first thing that will appear will be a message from Outlook letting you know that a program is trying to gain access Outlook.  Click the checkbox, select a time, and click [Allow]:

 

File:Clients_and_Contacts/Working_with_Clients/image016.png

The Import Client from Outlook form will open.  Select a Contact from the list and click the File:Clients_and_Contacts/Working_with_Clients/image017.png button:

File:Clients_and_Contacts/Working_with_Clients/image018.jpg

The Add New Client form will open for any changes you wish make:

File:Clients_and_Contacts/Working_with_Clients/image019.png

Import Client from QuickBooks

Your company must have a QuickLinks license in order to use this functionality and you must have the “Allow QuickLinks” permission assigned to your Group. See QuickLinks for details as well as Installing QuickLinks for information on permissions.

When you click the option “Import Client from QuickBooks” the following form will open:

File:Clients_and_Contacts/Working_with_Clients/image020.jpg

Select the QuickBooks Customer from the grid and click the File:Clients_and_Contacts/Working_with_Clients/image017.png button.  You can only import one QuickBooks Customer to an SI 5 Client at a time.

The Add New Client form will open in case you wish to make any changes.  When done, click the File:Clients_and_Contacts/Working_with_Clients/image021.png button.

File:Clients_and_Contacts/Working_with_Clients/image022.png

Export Clint to QuickBooks

Your company must have a QuickLinks license in order to use this functionality and you must have the “Allow QuickLinks” permission assigned to your Group. See QuickLinks for details as well as Installing QuickLinks for information on permissions.

This will export a Client from SI 5 to a Customer in QuickBooks.  There is no form, just a message that the operation completed.  If a Customer exists in QuickBooks of the same name, a form will give you options.

File:Clients_and_Contacts/Working_with_Clients/image023.png

File:Clients_and_Contacts/Working_with_Clients/image024.jpg

Create New Project for Client

This link will open up the New Project Wizard with the Client name and address information already filled in.  The Primary Contact information will be populated in the Project Contact and Staff section of the wizard:

File:Clients_and_Contacts/Working_with_Clients/image025.png

Send an E-mail

You must have Outlook 2007 installed for this function.  This will open up a new Outlook email addressed to the primary Contact for the Client.

Create an Appointment

You must have Outlook 2007 installed for this function.  This will open up a new Outlook Appointment addressed to the primary Contact for the Client.

Manage Address Types

This allows you to add to the stock list of Address Types in SI 5.  The three types in the stock list are Billing, Site, and Other and these three are not editable.

File:Clients_and_Contacts/Working_with_Clients/image026.png

 

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Last modified
16:26, 26 Nov 2013

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