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To learn about adding a client and configuring them in the system, please see the following pages:
| Child pages (Children Display) |
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Benefits of the Client Feature
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When a client is added to the system, you are able to manage and track rates, discounts, documents, and other information easily. For example, you might provide translation services to an external client and the client feature may be used to:
Enter Basic Contact Information
Set Discounts
Enter Pricing for Services
Auto-Calculate Costs
Track Job Progress & Performance
Manage Client System Logins
Manage Client Reference Material
How to Access Clients in the
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system
To access the client management screen, click on Clients in the toolbar and the screen will appear as shown below:
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