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Clients & Profits Online User Guide |
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 Clients are the most essential part of your Clients & Profits database for a simple reason: A job ticket can't be opened without one. Once the client is added and saved, it can be seen and used immediately by other users. The client’s account information can be changed anytime. New clients can also be added while you’re working elsewhere using the client’s Lookup List. To add a client 1 Choose My > My Clients. 2 Click the add button, or choose Edit > Add New Client. The Add Client Account window opens.  3 Enter the client number, name, and other account information. 4 Click OK. Learn more: Clients Client Access Privileges Client Statistics |
