This screen allows a user to manage the client details, from titles, right through to the individual contacts that relate to the client (e.g. Mr Robert Smith as one contact and his partner Miss Diane Lane as the other interested party). That is to say a client is an abstraction of at most two interested parties, one of whom is the main contact. A client cannot exist without a contract.

Client Header 

This displays overview information about the client and the first two contacts associated to the client. This can be minimised by pressing the top left hand up arrow, and vice versa to expand it.

Common Details Section

Field Name Description
Type Type of Client
  • Family
  • Organisation
Client Title

The formal title used within the application to summaries the clients names

Letter Title

The title that would be used when auto generating formal documents like letters, tenders and contracts.


Less formal greeting, auto populated with a combination of clients contacts first names, used mainly for automatic emails. 

Casual Greeting
Even less formal, used for any informal communication (normally set to nick names when available, but will default to first names only).
Tax No
When the client is set as a company, the tax file reference.
Tag edit field to allow management of tags against this client. See the Tags section for more information.
Home Address

This section records the main communication address of the client. This can be automatically populated from the main contacts ('Contact Point') address details, or it can be separate.

Add Contacts

You can either search for existing contacts to add to this client (if they are splitting from a joint client to an individual client), or add a completely new contact to this client (click 'Add Contact'). Adding a new contact will create another section below in Contact Edit/Management Section.

Contact Edit/Management Section

The first drop down selection against the client records the relationship of the contact to the client. The two relationships against the client that records their names in the client header (see above) are 'Contact Point' and 'Contact 2'. Contact Point default contact method and contact details will populate the client header default contact details shown in middle left section of header.

All other fields relate to information particular to this one contact only.