Search Clients

Search for existing clients.


Use the Filter text boxes at the top of the page to narrow the data listed. Where a Filer is applied, the applicable Filter is shown with a black background.


Click the Client Code to access the details for a client.


Click the "Sort" Button to define the column orders that the data is sorted by


Click "Refresh" Button to clear any Filter text information you have applied


Export Clients

Export the client details to Excel. If you have applied a filter, then the data exported will be filtered accordingly


Export Contacts

Export the details of client contact information to Excel.


Import

Create new clients by importing from Excel. The data must be formatted in accordance with the template provided - click the "Download template" link


Import Contacts

Create new client contacts by importing from Excel. The data must be formatted in accordance with the template provided - click the "Download template" link