Sage Client Management groups Clients into client folders in the client list. When you create a client, the program will automatically create a client folder.
Clients are individuals or organizations that you do work for. You can add subscriptions like Sage Accounting to a client. Select the Clients tab to view the client list.
Contacts are quick references that include basic details like phone numbers and addresses. You can’t add subscriptions to a contact. Select the Contacts tab to view the contact list.
Resolution
Add a client
If you don’t have a client folder in the client list for your client, follow these steps.
From the client list, select Add client.
Choose In a new folder on my client list, then select Next.
Choose a client type.
Fill in the necessary fields for your client. These will differ depending on the client type you've selected.
NOTE:
The program will automatically add a client folder based on the name of your client. You can change this later. You can add other clients to this client folder to keep related clients together.
Work through the wizard, selecting Next when you've completed each page.
Select Save.
Add a client to an existing client folder
Find your folder in the client list and select any of the existing clients.
Select the folder button. This will show the name of the client folder.
The folder sidebar appears.
Select Add new client to this folder.
Choose the folder to add the client into, then select Next.
Choose a client type.
Fill in the necessary fields for your client. These will differ depending on the client type you've selected.
Work through the wizard, selecting Next when you've completed each page.
