As every job is billed to a customer/client, this is where you can set up Client account and Site information. These details will be displayed on reports.

Client Page

The Job Setup > Client page in the Catalog/Drawing Properties is where your customer information is created and applied to the current drawing.

Account Number

This is optional. The Account edit box, like Client edit box on the Job Details page, can be manually entered (e.g. Cash Sale) or use the drop down to select from the Client table.

This must be unique irrespective if a number or a name is used as a label. The drop down uses a Client Database to prefill your customer information and grey out all following options except Account Contact. However, if you change your mind and decide to manually enter, just blank out this field and all fields will be again made available for entry.

If you want to amend Customer Details, you will need to use the Clients Table button on the My Setup > Tables page to access the relevant details. 

Account Name

Name of customer or company to bill the current job/drawing to. 

Address and Contact Details

Billing address. Phone, Mobile, E-Mail or Other. 

Account Contact

Name of the customer or other contact associated with the job/drawing.

Client / Customer Table

The  button opens a  which is used to modify the Customer Details i.e. it allows you to:-

• to add a new customer,
• amend/modify a customer selected from the drop list,
• or delete a customer selected from the drop list.

Refresh Table

The Refresh Table button should be used after the Client Table is amended.