The Clients grid screen lists clients in grid format. This grid format makes it very easy to filter, group and sort for ease of selection, as well as access the client entry information.
From the Clients grid toolbar you can:
| • |  select to create a new client record |
| • |  print client entry related reports |
| • |  refresh the Clients grid |
From the Clients grid you can:
| • | Open up a Client entry screen of a client by clicking on the client listed in the Client column. |
| • | Open up other entry screens such as a head office, Dispatch Zones, Client Groups by clicking on the field under the columns to open up the corresponding entry screen. |
| • | Create a new work order, quote or PM item for that client by right-clicking on the client name under the Client column. |
| • | See the number of the last closed workorder for each client and that closed workorders service date. |
| • | Send an external email to a client by selecting the email address under the Email Address column to open up your default email program. |
| • | Open the web site of the client by clicking on the website address to automatically open up your web browser to that URL |
| • | View at a glance Bank Service balance for a client |
| • | and more... |
See also:
Moving and sorting columns in a grid