Clients

Clients are entities that you do business with - they may be customers or suppliers. A Client can be an organisation, individual, company, or any other Client Type that you define in the system.

You can create Jobs for Clients, as well as add notes or Documents for each Client.

Each client can have one or more Contacts.

To add new Clients, see the help topics for creating a new Client or importing Clients. To view existing Clients, see the help topic for viewing Clients.

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