Clients directory

The Clients directory is used to store and manage details of client accounts.

Location: Transactions -> Directories -> Clients.

Data grid columns:

Name — client name.
Description — brief description.
ID — client ID.
Personal profile — personal profile with client data.
Company — name of the client company.
Privilege — privilege applied to the account holder.
Language pack — language pack with languages spoken by the client.

Note

Language packs that are specified directly in the client record are displayed in black type. Language packs that are specified in the client personal profile are displayed in green type.
Suspended — whether the client account is suspended.

Context menu commands:

Add (Ins) — add a new client.
Edit (F2) — edit selected clients.
Delete (Del) — delete selected clients to Recycle bin.
Account operations — view operations performed on selected clients' accounts.
Points operations — view points operations performed on selected clients' accounts.
Account balances — view current balances on selected clients' accounts.
Point balances — view point balances on selected clients' accounts.
Guest tabs — view guest tabs associated with selected clients' accounts.
Print (Ctrl + P)

and the commands in the Additional functions submenu.

The New client, Client and Clients windows are used for adding, viewing and editing clients.

The confirm delete prompt is used when deleting clients.

Note