Clients

Description

With the status button Clients becomes one Address assigned to the client property.

Application

  1. In order to Address To mark it as a principal, you need to select the one you want Address to open.
  2. One click on the button Clients in the menu is sufficient and the area is highlighted in yellow. So that is Address assigned to the client property.
  3. When you select the property, the associated tab opens and you can enter further information about the customer, such as customer number, payment terms and dunning.

If the font and the associated symbol are grayed out, you do not have the right to assign or remove this property.

You can then display your clients on a tile on the address start page.
The status is also a search criterion in the comfort search and the expert search.

As long as the status Clients, contractor or Employees is active, the Address not Clear.

Further steps