Identification data subtab (Clients)
In this tab, you can enter or check the basic information used to organize clients in the database:
The unique ID number used to identify your client. It is provided automatically, but you can also enter a custom number. To find out how to modify the ID numbering scheme, see the Add a numbering scheme guide.
Name and Legal Name you entered during the profile creation.
(Optional) Industries your client is working in. To find out how to add new industries to the list, see the Add an industry guide.
(Optional) Branch – your company's department, affiliate, subsidiary, or regional office that works with this client. For details, see the General configuration – Branches article.
(Optional) Tax numbers of your client. Those fields can be different depending on the client’s country of registration.
Status of the client. The current status can be Active, Inactive, or Potential.
The Individual checkbox shows if the client is an individual or a company. You can change this setting; however, a contact person will not be created automatically.
(Optional) In the Contract Number field, enter the number of the contract signed with this client.
(Optional) From the Category dropdown list, select a specific category to which you want to assign this client. To find out how to add new categories to the list, see the Add a category guide.
(Optional) Add Notes about this client.