Display Client Cards

Use the Jobs List submodule to display client cards.

To use Jobs List, you must have access to Jobs as defined in User Access Rights under Settings.

To display a client card:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List.
3. Highlight the job associated with the client whose card you want to display.
4. Click Further options and select Client card.
5. On the Client Card, click the different tabs to view and edit client information, settings, and optional fields, manage client contacts, projects, conversations, profiles, custom codes, email messages, documents, tasks, and jobs, and view external references.