Client Enquiry is a dashboard-style screen that lists your clients, shows their key balances and links through to client maintenance and related dashboards. Each client row shows total WIP, total debtors and the combined balance.
Create a client
You can create a client record from this screen. Select the client type, such as Company or Individual. The setup screens are the same whichever type you choose.
See Create a new client for more information.
Find a client
Search across your client data from one place. Filters narrow the results, and you can group them to suit how you work.
Client Enquiry runs on Advanced Search. See Advanced Search for the full detail on building and refining a search.
Save a view
Save a set of filters and grouping so you can use it again, and share it with others in your practice.
