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XTRF Home Portal Modules

Billing Address subtab (Clients)

In this tab, you can enter the main contact information for the client.

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  • Enter the billing address details.

  • Select the CC in E-mails to Contact Person checkbox to make sure the copies of all e-mails to the contact person are sent to the main e-mail address.

  • Select the Disallow CRM E-mails checkbox if the client does not want to receive CRM e-mails.

  • Enter additional e-mails.

  • Select the Use for CC 2/3 checkboxes if you want to send copies of the XTRF-generated e-mails to those additional e-mails.

  • Enter the address of the client’s website(s).

  • In the Account on Client’s Server field, enter the client's FTP address, server's domain name, login name, and password.

To find out how to add address-related values to the system, see the Add a country or territory and Add a state or province guide.