Adding Clients
To add a client simply click on the Clients tab and click the New link. The following fields are available:
- Account - Usually used to keep an account number or unique identifer for the client. This may be an indentifier in an external system
- Name - Name of the client. This may be a company name or individuals name
- Contact / Contact 2 - Contact names of the person to contact at the company
- Email - Email address. Used for mailing lists
- Address/City - Mailing address
- Phone - Phone number
- Fax - Facsimile number
- Modem - Modem number usually used when dialing into the site for remote control (eg PC anywhere)
- Status - Can be used to track prospects, clients, ex-clients and is also configurable
- Type - A user configurable field used for example to track support plans or marketing source
- Software - The software that the client owns
- Registration Key - Software registration key
- Username - Username for client access
- Password - Password for client access
- Salesperson - The person who sold the software to the client. Can be used by salespeople to track their own prospects
- Managed By - The person charged with managing this client
- Notes - A freeform field which can contain any amount of text or HTML/XML