Creating & Searching Clients in Connect2Field

You can add client by the following methods:
1) Clicking Clients from the main menu (opens the client list page as below, from where you choose to add new client)
2) Click Add a Client button from the dashboard (directly opens the add new client page)

In the client listing page, you see all your previously created clients..
Notice the check box at the far end.. Select it and hit delete button below to delete the client..

(If there are any jobs associated with a client, then this check box is disabled and does not appear.. To delete such clients first delted all jobs associated with that client and then come back to this page to delete the client)

Hit 'Add New Client' to open the 'Add Clients' page

The Add client screen is where you capture and record your customers details

1. Enter your customers details. Select which way you would like to communicate with your customers.
2. Select which industry they are in.. This is used for reports, to see your vertical markets.
3.Choose account time for billing.. 30 Day, 7 Day or COD. You can change these under options
4. Select Customer Type - This is customizable under options\general setting\customer type
5. Insert ABN or Registered business number - You can change this text to your Regional Settings under Options\Gerneral Settings
6. Status - If you customer is not longer active, change this to inactive
7. Registered business number
8. Tax number

Once you are done, click Save

Automatically a popup will show asking if you would like to create a new contact for this customer.
If the clients name is the customers name, you don't have to create a contact, however if your client has multiple users
or if you would like for your customer to have access to the customer portal, click Ok.

Insert customer contact details in this screen. If you would like for your customer to have access to the customer portal, you must insert email and password.

1. Password for customer portal
2. If this is your primary contact for client, click main contact. The main contact will be addressed to on invoice
3. Ability to add a job allows customer to create jobs in customer portal
4. Select time zone for contact

Click Save

You customer is now in Connect2Field and ready to go. You can click add job from this screen to get started.
If you created a contact, you can view\edit these details from the contacts tab.

To find you customer again once you have returned to the CEO dashboard, follow the instructions below.

From within Clients Section:

In your client search screen you can filter you customers through the above options..
1) Shows standard search filters
2) Shows Custom Fields marked for searching

Use above in combination with the text search box to filter your client list..

Alternatively, you can scroll down to view all clients.