Clients

Description

With the status button Clients the property client is assigned to an address.

Application

  1. To mark an address as a client, you have to open the desired address.
  2. One click on the button Clients in the menu is sufficient and the area is highlighted in yellow. This means that the address is assigned 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 no. and dunning.

If the font and the associated symbol are grayed out, you do not have the right to assign or remove this property.
Only users with the User right Edit employee / user can assign and remove the properties.

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