Clients

Adding Clients and Prospect Clients to your Agencydesk account enables you to create and start customising Jobs.

Recent Jobs feature: You can view the ten latest Jobs linked to the Client you are viewing.

Adding a New Client

1

Navigate to the Active tab on the Clients page.

2

Click + New Client.

3

Add all applicable General information:

• Company Display Name

• Client Code

Creating Client Codes doesn’t have to be complicated — a simple, consistent system works best for keeping everything organised. Here’s an easy way to set them up:

Start with the first three letters of the client’s Registered Company Name. (For example, “Acme Media” → “ACM”.)

Add a three-digit number to the end. Begin with 001 for your first client using that prefix. If that code is already taken, simply move to the next available number, such as 002, 003, and so on.

• Checkbox for ‘Account Active’

• Telephone

• Email

• Website

• Physical and Postal Address (checkbox Same as Physical)

4

Add all applicable Financial information:

• Registered Company Name

• Tax / VAT Number

• Tax / VAT Rates (%)

• Billing Tier dropdown

• Payment Terms (select from dropdown, either ‘Cash on Delivery’ or ‘Other’)

• Credit Limit

Company Display Name, Billing Tier and Tax Rate are required fields

5

Add a Contact to your Client.

Adding Contacts to your New Client will assist with assigning Jobs to specific contact persons. Add all relevant details in the right column and click the ‘Save’ button when happy with all the information added.

To add additional Contacts to your Client, click on + New Contact to open the Contact Detail fields.

6

Click the Save button to add your new Client.

Adding a New Prospect Client

1

Navigate to the Prospective tab on the Clients page.

2

Click + New Prospect.

3

Add applicable General information:

• Company Display Name

• Checkbox for ‘Account Active’

When selecting the Account Active checkbox, this will display the New Client fields to activate the Client.

4

Add applicable Financial information:

• Tax / VAT Rates (%)

• Billing Tier dropdown

• Select a Currency from the dropdown

Company Display Name, Billing Tier and Tax Rate are required fields.

5

Add a Prospect Client Contact by adding Contact Name and contact details.

6

Click the Save button.

Adding a Client or Prospect Client from a new Job?

Select the relevant Client. If no client exists, click + Add Quick Client which will display New Prospect fields.