---
title: "Client Record"
slug: "client-record"
description: "Client record fields: name, phone, assigned representative, business type, and contact details."
updated: 2026-05-14T22:21:33Z
published: 2026-05-14T22:21:33Z
canonical: "docs.restaurant365.com/client-record"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Record

The Client record stores information about each Client, including their name, address, contact information, and more.

---

## Security

**Clients permissions are found in the Permission Tree as follows:**

Administration

- Clients
  - View Clients
  - Edit Clients
  - Create Clients
  - Delete Clients

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Navigation

1. Open the **Admin** application.
2. Expand the **Partners** category.
3. Select **Clients**.
4. To create a a new client, click **Create.**
5. To view an existing client, click the **client name** to open the client record.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JD0TNUZ7.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A14%3A18Z&se=2026-11-07T18%3A14%3A18Z&sr=c&sp=r&sig=uNBBHh4IyJdW2tNyKAUpBDjWc7uy5A3iedGzZwoDNro%3D)

---

## Client Record Buttons and Fields

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2ROZ7F90.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A14%3A18Z&se=2026-11-07T18%3A14%3A18Z&sr=c&sp=r&sig=uNBBHh4IyJdW2tNyKAUpBDjWc7uy5A3iedGzZwoDNro%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **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](/doc/docs/legal-entities-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](/doc/docs/r365-custom-financial-reports-writer-report-packages). |
| **7** | Address Info | Address of the Client. This should include the street address, city, state, zip code, and country. > [!NOTE] > Addresses on the client record are entered using [address verification.](/doc/docs/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](/doc/docs/r365-custom-financial-reports-writer-report-packages). |

Access rights granted to users or user roles that dictate what actions they can perform within the system.