Client Viewing or Editing

By clicking on a client name or using the Edit button in the Clients view, the client record is opened for viewing and/or editing.

The page is visible to users with one of the following roles: Administrator, Manager, Sales Rep. There are several fields in the record which may be viewed and edited.

• Company - The company name is required and must be unique.

• Notes - Optional free form text field.

The Sales Point of Contact is someone involved in the sales process and generally not directly involved in the onboarding process. Their contact information will eventually be exported to IT Glue.

The Accounting Point of Contact is the client contact who will be responsible for entering information in the Accounting views. When the record is saved and approved, an email notification will be sent to the provided address. If an invalid email address is entered, this information can be changed later by resetting the approval or fixing the email address, after which a new email notification will be sent out.

Both contacts have the same entry fields.

• First Name - Required before client record approval.

• Last Name - Required before client record approval.

• Email - Required before client record approval. Allowing at most 128 characters and uses a validator. Note that validator checks that it is properly formed but cannot ensure the accuracy of the user name and domain. It should be visually double checked or ideally copied and pasted from an email.

• Work Phone - Contact number.

• Work Ext - Optional extension.