The Clients system is a simple contact database that is used to store a list of customers, vendors, subcontractors, architects, etc. In addition, each company within the list can have multiple email contacts attached to it.
 | Note: The Vendors option on the Payables menu and the Customers option on the Receivables and Job Cost menus are simply filtered shortcuts to the Clients system allowing only vendors or customers to be displayed. |
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Set Up Clients Module |
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Client Center |
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Add, Change or Delete a Client |
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E-mail Contacts |
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E-mail Groups |
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Configure User E-Mail Settings |
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Tracking Subcontractor Information |
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ADMS Forms |
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Client Module Reports |
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Frequently Asked Questions |
