Client Management – Basic Client Information

The client record is the primary information regarding a specific client; information such as customer name, address, city, state, zip code, country, website, primary contact information, cell phone, fax, email, time zone, referred by, and any initial comments related to this specific customer. This is also where you would inactivate a customer if required to keep your active client records clean and organized.

Client Basic Information Screen

client management basic client info

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Staff member using Business Manager 365 on a tablet