This unit will familiarize you with the "Client" window as well as its main tabs for the creation and the management of the file of a client.

 

Here is the list of tabs that will be explored in this unit:

 

•Profile / Sub-tab - Contact

•Document management

•Preferences

•Operations

•Billing

•Settings

 

The other tabs and sub-tabs in this window will be explained in detail in the units "Operations" and "Accounting".

 

Window - Client

Tab - Profile / Sub-tab - Contact

Tab - Document management

Tab - Preferences

Tab - Operations

Tab - Billing

Tab - Settings