Concept général : Project ; Sales management
Related concept : Contact
In Cactusoft Construction, a client refers to the company or individual you are doing business with. You can create your client either from the creation of a new project or in Sales management. While creating your project, you can select an existing client for it. In Sales management, you can modify or view your customer's information.
Here is the information contained when you add a customer:
Customer Name
The customer's name is that of the company or individual.
Customer code
The client code, which Cactusoft Construction gives, is unique. This is displayed in the workers’ schedule (PDF).
Industry categories
This information helps determine what kind of business your client is growing.
Note
You can add notes about the customer.
Address
The main location where the business or individual is located.