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Clients

If you have been granted the necessary level of system access, you can add clients to the system and make changes to existing client records.

Adding a New Client

1. Open the Edit view in the left-hand pane.
2. Click Clients in the left-hand pane.
3. Click New Client in the main workspace.

4. The Clients window opens. Enter the client name and other details.

   Admin Clients

   An admin client is used for recording any time that can't be charged to a client, such as personal administration, going to the post office and holidays.

   Sage Coretime works on the premise that all time recorded against a normal client is Chargeable time.

   You can't record Non-Chargeable or Unavailable time against a client unless it is an 'admin client'.

   Select the Admin checkbox to in the Client Details section to make the current client an admin client.

   You can create appropriate projects for admin clients, such as Training, Holiday and Internal Meetings. Employees can use these projects to enter time against non-chargeable activities.

   You can have any number of admin clients.

5. A client template can contain client settings that you commonly use. To apply a client template to the new client, open the Client Analysis Groups section of the Clients screen in the main workspace, and select a client template in the Copy from Template drop-down list.
6. When you have finished, click Submit.

Your new client is now created.

Another way of opening a client record

1. Open the Projects view in the left-hand pane.
2. In the list that displays in the left-hand pane, right-click the relevant client or a project associated with that client.
3. Select Client in the context menu that opens.

The Client Details tab of the Project Review screen opens in the main workspace. This contains both the Newbutton and the Add Client Wizard button.

See Also

Clients

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