| Field | Description |
|---|
| Number
|
Enter a number for the
client. You establish the length and format of your
client numbers when you install
Ajera CRM. This field becomes active when you click
 New to add a new
client record to your database. You cannot use this field to change a
client number after you create a
client record.
If you configure
Ajera CRM to use the automatic numbering feature, you cannot enter a number in this field. Instead,
[AUTONUMBER] displays in this field.
|
| Market
|
Use this drop-down list to select a market that classifies the
client. You can group
clients by market (type) when running reports. You define
client market (type) options in Code Table Configuration. Contact your system administrator to add values to this list.
|
| Name
|
Enter the name of the firm for which you are performing work. To specify an alias for the
client, click
Ellipses.
|
|
Client Aliases
|
The alias fields display when you click
Ellipses in the
Name field. Click this option to display the
Client Aliases dialog box.
|
| Status
|
Use this drop-down list to select a status, such as active or inactive, for your current relationship with the
client.
|
|
Client
|
If you use the
Client Info Center to track
clients and
vendors for marketing purposes, select this option to specify that this firm is a
client.
Client lookups that are used for accounting purposes include
client records for which this option is selected. The following fields are used for accounting purposes:
- The
Primary Client field on a
project or opportunity
- The
Client field on a plan
If you work with a firm as both a
client and
vendor (for example, sometimes this firm is a sub-consultant for you, and other times you are a sub-consultant for them), then you can select both the
Client and
Vendor options.
If this firm is neither a
client or
vendor, then you can clear both options.
|
|
Vendor
|
If you use the
Client Info Center to track
clients and
vendors for marketing purposes, select this option to specify that this firm is a
vendor.
When you select this option, you can link the firm to a record in the
Vendor Info Center. The fields on the Additional Info tab are then synchronized to the corresponding fields in the
Vendor Info Center.
If you work with a firm as both a
client and
vendor (for example, sometimes this firm is a sub-consultant for you, and other times you are a sub-consultant for them), then you can select both the
Client and
Vendor options.
If this firm is neither a
client or
vendor, then you can clear both options.
|
| Linked
Vendor
|
When you select the
Vendor option,
Ajera CRM displays a
Vendor lookup, which you can use to select the
vendor record to link to the current
client record. When you link a
vendor to a
client, it creates a one-to-one relationship between the two records. Because of this relationship, changes you make to certain fields within one area update the other.
|
| Parent
|
Enter the name of the
client associated as the parent to the current
client record.
|
| Relationship
|
Use this drop-down list to select your relationship, such as Existing or Prospect, with the
client. You define
client relationship options in Code Table Configuration.
|
| Sync to Ajera
|
Select this option to pass the client information to Ajera when you synchronize Ajera CRM with Ajera.
|
| Addresses
|
Use this drop-down list to display a list of all the addresses associated with the
client. The list is arranged in descending order, based on the entry in the
Description field for each address. Select an item from the list to display the associated address information.
Ajera CRM displays the selected address in the Address fields on the General tab.
If you attempt to delete a
client's address,
Ajera CRM prompts you to confirm the deletion. Click
Yes to confirm the delete. This also removes the
client address on the associated
project.
|
| Primary
|
Select this option to designate the current address as the primary address for the
client. You can designate only one address as
Primary. However, you can change the
Primary address designation at any time.
This address displays on
client reports.
|
| Description
|
Enter a description for the address. The description that you enter in this field is added to the drop-down list in the
Addresses field.
When you add a new
client record,
<Default> displays in this field. You can change this description at any time.
|
| Address 1, 2, 3, 4
|
Enter the
client's address.
|
| City
|
Enter the city for the
client's address.
|
| State/Province
|
Use this drop-down list to select the state or province for the
client's address.
|
| Zip/Postcode
|
Enter the ZIP or postal code for the
client's address
|
| Country
|
Use this drop-down list to select the country for the
client's address.
|
| Phone
|
Enter the
client's phone number. Your system administrator defines the format for the phone number entry.
|
| Fax
|
Enter the
client's fax number. Your system administrator defines the format for the phone number entry.
|
| Add Address
|
Click this button to add an address to a
client record and to display a set of blank address fields on the General tab. Use these blank fields to enter address information for a different
client office or
location. You can enter multiple addresses for each
client record in the
Client Info Center.
|
| Delete Address
|
Click this button to delete an address from a
client record and to delete the address currently selected in the
Addresses field.
|
| Web Site
|
Enter the
client's Internet Web site address.
To edit a
client's Internet Web site address, right-click the Internet Web site address and select
Edit or click
Edit. These actions temporarily disable the hyperlink feature and allow you to edit the information in this field.
Click theclient's Internet Web site address to open the Web site in the current browser window. Right-click the
client's Internet Web site address and then select
Open in new window to open the Web site in a new browser window.
|
| Notes
|
Enter any notes or information related to the
client.
Click
Edit to use the Text Editor to enter information.
|
| Competitor
|
Select this option to indicate that this
client acts as a competitor to your own firm.
|
| Government Agency
|
Select this option to indicate that this
client is a government agency.
|
| Annual Revenue
|
This field displays the annual revenue of the
client.
|
| Employee Count
|
This field displays the number of employees the
client has.
|
