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Clients

Last Update 2 years ago

Adding Contact Person(s) Add, Edit, Delete Clients in Smiels Client Sub Locations Import Clients

Add, Edit, Delete Clients in Smiels

Client Management

Atif Iqbal

Last Update 3 years ago

Add New Client

Company’s Admin or any member having permission can add/create a new client.

  1. Select Clients from left sidebar
  2. Select New Client
  3. Enter Required details and press Save


Inactive clients cannot be added to invoices and estimates.

Edit Client

  1. Select Clients from left sidebar
  2. Select All Clients option
  3. Select required client
  4. Edit details and press Update button

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