Client details may change and require the need to be updated.

The types of fields which can be filled out in the client page are


Client details

Contains information about the client such as their name and address


Common details 

Can add Tax file number and specify a Business unit and Region


Main contact 

Contains information about the main contact on the contract. This may not always be the same as Client details.

This section also allows you to add a Job title, Company, and Contact instructions which will allow you to develop

a better relationship with the contact.


Contact 2

In the event the Main contact cannot be reached, the details in Contact 2 can be used


Contact 3

In the event the Contact 2 cannot be reached, the details in Contact 3 can be used

When making any changes to the Client details, make sure to click save and confirm on the bottom left where it should say

"Client Saved".