Add and manage clients

Solution Properties

Solution ID:

240304191957847

Last Modified Date:

Tue Sep 17 16:53:18 UTC 2024

Taxonomy Path:

Case category//How do I...//processing

Author:

sageadmin

Add and manage clients

Description

Cause

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.

Learn more about client folders.

You'll see client folders when you're on the client list and have Folder view selected.

Consider the scenario where you do work for a company called Imagine Microsystems. You’re engaged to do the final accounts work for Imagine Microsystems and also the personal tax returns for the directors Isabella Brown and Amelia Thomas.

A client folder lets you group the company with the directors so they appear together in the client list.

What's the difference between a client and a contact?

In Client Management:

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.
Select Save.

Steps to duplicate