Working with Clients

The first time you access the Clients page, the page displays a message indicating that you have not created any Clients. Creating a Client also involves linking the Client record with a Signature customer.

Viewing Clients

1. Choose the HOME icon.
2. Choose the CLIENTS icon from the left navigation pane.
3. On the Clients page, all clients display.
4. To find a specific client, use the Search field at the top of the page. 
5. Choose the ellipsis button to the right of the Client and then choose Manage Client.
6. The Client information is displayed.

Creating a Client

1. Choose the HOME icon.
2. Choose the CLIENTS icon from the left navigation pane.
3. On the Clients page, choose the Add icon on the lower right.
4. Enter the following:
   • Client Name
   • Address
5. For a Signature Customer, choose the Client's Customer ID that is used in Signature.
6. Choose CREATE.

Editing a Client

1. Choose the HOME icon.
2. Choose the CLIENTS icon from the left navigation pane.
3. On the Clients page, choose the ellipsis button to the right of the Client.
4. Choose Manage Client.
5. Choose the ellipsis button to the far right of the Client name and then choose Edit Client.

Deleting a Client

Deleting a client will permanently remove Sites and Site Equipment that belong to this Client.

1. Choose the HOME icon.
2. Choose the CLIENTS icon from the left navigation pane.
3. On the Clients page, choose the ellipsis button to the right of the Client.
4. Choose Delete Client.
5. Choose Confirm in the message that displays
   .