Allows you to enter Client information.  Clients are typically setup when you maintain equipment for another company and need to track and invoice work performed for them.  For example, your utility maintains a well house for Smallville.  You would setup Smallville as a client, set the client field in Task Entry to Smallville and be able to print invoices from Reports or Work Order History. Use the button bar to navigate to and from the next record, add, or delete records.  Changes are automatically saved.  See Working with records for more information.

FIELDS:

Client Type: Individual or Business.

Name (First, Middle, Last): Name information

Tax Rate 1: Tax rate information

Tax Rate 2: Tax rate information

Record Status: Active or Inactive (Defaults to Active)

 
Primary Contact/Address Tab. Enter Primary Contact/Address. 

 
Alternate Contact/Address Tab.  Enter Alternate Contact/Address.

 
Notes Tab. Enter additional Notes.