EditPurpose
To view or add to a list of clients that utilize your company's products.
EditLocations Used
EditOverview
As administrator, you can keep track of who your company’s clients are. These clients have purchased one or more of the products that your company sells.
EditView Clients
To view a list of your current clients, make the menu selection
Administration→Clients from the main menu bar.
 Clients List |
To view information regarding a specific client, click in a client's name on the list. The Client Details page will appear with details regarding the client. Refer to the section "Add a New Client" for an explanation of each of the input fields on that page.
EditAdd a Client
To add a new client to SalesdeskSuite, click on the
ADD NEW ENTRY button on the Clients page. The Client Details page will appear.
 Client Details |
1. Name – Enter the client’s company name.
2. Address, Address 2, City, State, Zip Code, Country – Enter the client’s postal address.
3. Contact – Enter the name of a contact person for this client.
4. Email – Enter the contact person’s email address.
5. Active – Check this box if this client is currently using your company’s products. Uncheck this box if the client no longer uses any of your company’s products.
6. Number of Users – Enter the total number of users for the products that this client utilizes.
7. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes.
EditEdit a Client
To edit an existing client:
1. On the Clients page, click on the name of a client you wish to edit.
2. The Client Details page will appear. Make the desired changes.
3. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes.
EditDelete a Client
You cannot delete a client from the SalesdeskSuite database. However, if you no longer do business with the client, you can edit the details for that client and remove the check mark from the
Active check box.