Location: Practice Management module > Workspace > Clients
You can view/edit/add/remove Client Details.
Help/Guide:
- You can view/edit/add/copy the client's contact information, company information, Services offering, Business information, PAYE details, and Company Directors.
- You may update the data in the relevant fields which are provided by default.
- Also, there is an option to add the custom fields to update the additional info of your choice.
- With the help of integration between the modules, data will be reflected here upon updating anywhere in the other module dashboards.
- There is a validation check to comply that the correct characters are entered the fields, to ensure data entered is in an acceptable format. Eg: PAYE Ref No. 947/A949895 (Alpha-Numeric & character limit).
Here's an article on how Practice Management can be setup and the general flow of the system