Client Record

1

Client Name

Name of the client.

2

Phone Number

Client's main phone number or the phone number of the representative.

3

Assigned Representative

The Person, Group, or part of the Company that is assigned to oversee this Client.

4

Set for All Locations

This toggle should be turned on if all Locations in the instance belong to the same Client. When toggled, the 'Client' selector on each Location Record will be updated, and all future Location records will include this Client. If the Locations have different Clients, navigate to each Location record and manually update the 'Client' selector.

5

Email Address

Main email address contact for the Client.

6

Business Type

Client's type of Corporation / Business. This is an optional field that can be included as a variable that automatically populates on Documents listed in Report Packages.

7

Address Info

Address of the Client.

This should include the street address, city, state, zip code, and country.

Addresses on the client record are entered using address verification.

8

Separate Billing Address

When toggled off, the client Address will be used as the billing address.
When toggled on, a separate address field will appear for the billing address.

9

Additional Package Variables

User-created Client variables that can be included in Report Packages. Up to three additional Generic Client Variables can be created. When including these variables on a Word Document, ensure that they are entered in the following format: '@ClientVariable#'. Learn more about Report Packages.