Client Administration
- Client Creation Process
- How to create client contacts
- How to Add an Attachment Type
- Outgoing Job update Emails
- Creating Common Addresses in Client Details
- How to Enable / Disable sending Trading Terms attachment on a per client basis.
- Adding an Invoice Banner Message to a Client Account
- Setting Client Service Rates & Fuel Levies
- Unit Rate Client Rate Creation
- Distance Rate Client Rate Creation
- Zone Rate Client Rate Creation
- Creating a Division Rate Table
- Creating a Division Fuel Levy
- How to Update Default Load & Unload Durations?
- How to Assign a Sales Representative to a Client Account
- Client person does not appear in the list of Company Contacts
- Unable to add Client Contact - Error