BillQuick Online Client screen contains master information for your clients and provides full client management for remote users. You can manage a wealth of information about your clients, including reviewing account summaries. You can maintain a multitude of client records.
The Client List grid displays list of clients. For each client, you can view projects by clicking the (+) sign to open up a tree like structure displaying project list for the client. The grid list is your guide to client records. Further, you can sort the grid list by any of the columns and rearrange the column layout. For example, to view the list by Last Name order (ascending or descending), click the column header. Various field labels can be changed in Custom Labels screen, in the Settings tab.
To view the client details, the ID of an client record displayed on the Client List screen. The BillQuick Online Client screen is separated into the following tabs:
The following information provides details on the options available on the Client button panel.
Help:
Opens the BillQuick Online Help in the Client section.
Print:
Opens a report in the Report Viewer, where you can preview and print the report.
Notes:
Opens the Notes screen where you can record a new note for the client.
Options:
Click to access various options for the Client screen.
Contacts:
This opens the client address book, Client Contact screen, where you can keep as many contacts as you want.
New To Do Item:
Click to open the To Do List screen to add a new to-do item or task.
View To Do List:
Click to open the To Do List screen to view the associated to-do items for the client.
Clone:
Opens the Client Clone screen that enables you to duplicate an existing client.
Attachments:
Click to open the Attachments screen from where you can attach files to the client record.
Filters (On/Off):
Turn on or off all the defined filters with this option. Selected, BillQuick Online remembers and applies the previous filter settings. Changes that you made in the Filter screen will take effect only when you select the check box. Clearing the check box is a quick way to deactivate all filters.
Save:
After you have completed entering or modifying information, click Save to save the record.
New:
The New button enables you to enter the information for new client. It displays the data entry fields above. Click the ID field where you must type the client ID and can then <TAB> through the remainder of the screen to enter additional client information.
Return:
Closes the BillQuick Online Client screen and takes you to the Client Lists screen. It is important that you close the screen using the Return button and then log out. Do not close your browser directly as that leaves your connection open on the server for up to 20 minutes and can affect the server performance.
If
you want the details filled in client contact screen to be displayed on
the invoices and reports, mark the Main Contact check box.