“New client” dialog
Open it with 
in the client list.
The data is divided into several sections.
Basic details
| Field | Description |
|---|---|
| UIC, VAT No. | If a country is set in the registered address, the system checks whether the value already exists in another record. |
| Status | Client status, for information only. |
| Code | Client code. |
| Name | Client name. |
| Phone, Fax, Website, Email | Client contacts. |
| Language | Required. Messages to the client's employees are sent in this language. |
| Main contact | Selected from the client employees once they have been entered. Makes working with the client and bulk actions easier, for example assigning tasks to the main contact. |
Registered address
The client's registered address.
Contact address
The address for correspondence with the client.
Additional information
Data related to other system modules.
| Field | Description |
|---|---|
| Parent organization | Shows that the client is a subsidiary of another client. An engagement of the parent organization can include the subsidiaries, so that their timesheets are recorded against the parent organization's contract. |
| Served by office/department | Can be used to restrict employees' access to certain clients only. |
| Responsible employee | Tasks and requests submitted by the client can be assigned automatically to this employee. |
| Price list | Used in Engagements and Invoicing to determine the prices of products and services. |