Click the ‘Clients’ tab. Clients in OfficeHaven can be created, edited or recycled by you, but never deleted. There is no limit to the number of Clients that can be created. You can either use Clients as a reference for DocHaven or use them as a full CRM in CRMHaven.
For large organisations it is best to have at least one internal client for everyone to contain internal and non-chargeable projects and one Client ID per client for external or chargeable projects. DocHaven provides a limited invoicing system to bill clients, but enables client-related projects to be grouped together for searching and archival purposes.
- Click ‘Find’ to search for a Client.
- Type the Client’s ID number range or name then click OK.
- Click the slider to move to the Client you want.
- To edit the Client, click the Edit button. You cannot edit within the Database window.