When you choose to add or edit a contact, input is over several forms. Click the link at the top of the screen for the appropriate form. More: Contact G...

Each resource is assigned to a cost center so that all costs and charges are recorded there for analysis and accounting. You can create as many cost centers...

When you create a client record, you may optionally select the group to which the client belongs. This allows you to organize your clients into different gr...

Code identifies the group and should indicate what it represents. Once the record is saved, you cannot change the code. Name is a single line...

For each group you can enter and maintain multiple notes.                 

When you choose to add or edit a client group, input is over tabbed forms. Click the tab for the appropriate form. More: Client Group General details C...

A record must exist for every client for which work can be undertaken, since all projects have to be ‘owned’ by a client. This allows work to be charged whe...

  Name of the client. Code is the unique identifier for the client and cannot be changed for an existing record. If the code is set fo...

You can enter any number of client notes.

  All the client’s contacts are listed, indicating which ones are active (these are shown first). For each contact, you can click the email address to send...