Basic information about the client is entered here. Following are descriptions for each field in Web Suite Client-General tab.
Client ID: (required)
The Client ID is a unique abbreviation for your client that will be used throughout the program. The Client ID is used to link projects, invoices and reports to a particular client. Consideration should be given to the client ID so that it is easily identifiable. Each client in your database must have a unique Client ID to avoid ambiguity. You can use up to 65 alphanumeric characters to identify a client.
Company:
Enter a company name, up to 55 characters. If the client is not a business or government agency, leave this field blank and use the contact name on the Detail tab.
Client Manager:
This field enables you to assign any of your employees as the manager for the specified client. A list is provided for the purpose. Client manager supervises the projects and correspondences related to the selected client. This employee becomes the default manager for all the projects of the selected client and is brought forward in the Web Suite Project screen. This helps in proper project management. This ID can be changed to any other for any project.
Fed ID:
The client's federal tax identification number, this is useful for accounting and bookkeeping. If it is a sole proprietorship, enter the owner's social security number. Federal ID can be as long as 9 alphanumeric characters. The mask for this field can be modified in Custom Labels screen.
Client Since:
Enter the date when the business was initiated between your company and the client. If you click the arrow, a drop-down calendar appears where you can select the date.
Status:
Select the client status from drop down menu. The options are Active and Inactive. You can hide a client in the Client list without deleting it by making the client status "Inactive". This way, Web Suite keeps the information associated with that client and displays such items in light grey color in a grid section, but removes it from any drop-down lists that use clients. You can make a client active again at any time.
Default Group:
Make a selection in this field to assign a client to a default group. If a client belongs to multiple groups, this is the group Web Suite will assign the client to for a process. For example, if a client belongs to groups A, B and C and you use those three groups to filter a report, the system will only see the client in group A when filtering the report. All clients are set to the default group All by default.
Auto Add New Project:
Select this option if you want to auto generate a project as you are creating a new client or viewing an existing client information. If checked, the new project will be created automatically when the Save button is clicked. With the result, client ID postfix by colon becomes the project ID and is a non-editable field. Enter the Code and Phase information for the new project.
Contact Info
Street:
Street (or mailing) address of the client comprising of the street number, street name, suite number, building, etc. Standard Web Suite templates print this address on invoices.
Country:
The country or region where the client resides. The field size cannot exceed 35 characters.
City:
The city where the client resides. The field size cannot exceed 45 characters.
Tel:
The client's phone number. The mask for this field can be modified in Custom Labels screen. The phone field accepts a maximum of 25 characters. Telephone field masks can be modified in Custom Labels, both to common preferences such as"999-999-9999", "(999) 999-9999" or "999.999.9999", and to include a country code,"(99)".
State:
State (or Province) where the client resides. Enter the abbreviation of the client's state or province in two or three alpha characters. The mask for this field can be modified in Custom Labels screen. For example, the State field label can be changed to "Province".
Zip:
The client's zip code or postal code; the mask for this field can be modified in Custom Labels screen. The Zip field mask can be changed to the U.S. Postal Service Zip + 4 format, "99999-9999", or to Canada Post, "?9? 9?9". The field size cannot exceed 10 characters.
Web:
The client's Uniform Resource Locator (website address). The field size cannot exceed 75 characters.
Email:
The client's email address is used when you choose to email invoices to the client. The field size cannot exceed 75 characters.
Fax:
The client's fax number. The mask for this field can be modified in Custom Labels screen. The field size cannot exceed 25 characters.
Custom 1/2:
Additional fields for unique characteristics of a client. These fields accept up to 50 characters each. Fields labels can be customized, and should communicate the content of the fields. For example, you might re-label one or more fields for client ratings for payment lag, profitability, or cumulative ratings for multiple projects. Such ratings can impact future fees, future budgets, and whether you terminate the client relationship.
Memo:
Enables you to edit or create a memo for the selected client. Use the memo box to record unlimited client information. Click Date/Time Stamp 
, to add current system date and time to your memo. Type your text and click Update or Save to save your entry memo.