Clients

Intro - Client Screen
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 Smit...
Fri, 18 Dec, 2020 at 9:21 AM
Related Clients
Sometimes you may want to specify additional clients that are related to a job but are not the main client. This could be someone like a tenant, a property ...
Tue, 10 Nov, 2020 at 9:09 AM
How To - Search and Find a Client
How to find a client in ClickHome The following outlines the various methods of searching for a client within ClickHome 3. Note that while these steps a...
Tue, 10 Nov, 2020 at 9:35 AM
How To Edit Client Details
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 Con...
Wed, 6 Jan, 2021 at 12:30 PM