Clients can be used to separate appointments for invoicing and reporting purposes. They can also be used to control the templates for forms and emails that a customer receives.
Overview
Client overview is an essential feature on Dataforce ASAP used for grouping customers together and assigning trackable contracts. Multiple clients can be added and this can be very helpful for saving details, categorizing customers and separating multiple clients from each other. The client section is split into two:
- Client Register is where clients can be added into the Dataforce ASAP’s system. Click on the link to learn more.
- Client Contracts is where contracts are created and tracked. Click on the link to learn more.