The Client Change option allows you to change data values (for example, Manager, Salutation, Terms, Currency, etc.) for one or more selected clients or a selected client group (for example, Engineers, Architects, etc.) without having to edit each individual client profile. For example, if you have a number of clients that you're not currently conducting business with, you can select them and change their Status from Active to Inactive. Or, if you want to append a message to invoices sent to a group of clients, you can use this feature to add or change the invoice message for all of the selected clients. This feature is a great time saver.
The following information describes the fields and options on the Client Change screen:
Apply Changes To
Use this option to select the clients for whom you want to change details. To select individuals items from the list on the Filter tab, press Ctrl+click for each item. To select a range of items, press Shift+click for the first and last items.
Clients:
Click on the drop-down list to select clients to include in the batch change.
Groups:
Click on the drop-down list to view a list of client groups.
Change
Use these settings to change the details of the selected clients. Select the check box to change a specific field, and select the value to be entered from the drop-down list. The chosen values replace the currently entered values.
Manager:
Designate a manager or a supervisor for the selected clients.
Status:
Select the Client status from drop-down list. The options are Active and Inactive.
Since:
The date since when the clients have been associated with your company.
Address Details
Use these settings to change the address details for the selected clients in one go. Select the check box to change a specific field, and select the value to be entered from the drop-down list. The value chosen will replace the values entered earlier.
City:
The client's city.
State:
State or province of the selected clients.
Country:
The client's country or region.
Zip:
The zip or postal code.
Main Contacts
The contact details for all the selected clients can be changed here. Select the check box and choose the details to replace the existing information.
Name:
Name of the contact person. This includes the Salutation, First Name, Middle Initial and Last Name.
Phone:
The phone number of the contact person. You can also specify extension and fax number.
Change
You can change other settings for the selected clients here.
Terms:
Payment term to be used when dealing with the clients
Currency:
The currency to maintain transactions with the client.
MST %:
The main service tax percentage to be used when dealing with the clients.
MET %:
The main expense tax percentage to be used when dealing with the clients.
Exempt Item Taxes:
Select this check box to exempt selected clients from paying the item taxes.
Email Invoice:
Determines whether the invoices for the selected clients should be sent by email or not.
Joint Invoice:
When this checkbox is selected, invoices for all the specified clients default to joint invoices.
Memo Details
Message on Invoice:
The message to be displayed on the invoice sent to the selected clients.
Memo:
Write a memo which can be used for all the clients. You can choose to append the memo to the existing memo or overwrite it.
Append Top: Append the memo to the top of existing memo.
Append Bottom: Append the memo at the end of the existing memo.
Overwrite: Replace the existing memo with this memo.
Client Change Button Panel
Help:
Opens the Web Suite Help in the Client Batch Change section.
Save:
Applies the changes made on the Client Batch Change screen.
Return:
Closes the Client Batch Change screen.