Use the Client maintenance form in Vouchers & Gift Cards to manage client details.
Option | Allowed Values | Description |
Code |
1–6 characters |
A unique code by which to identify the Client. |
Name |
1–50 characters |
The name of the Client. |
Company Legal Name |
1–255 characters |
The official company name of the Client. |
Address 1–2 |
1–50 characters per line |
The address of the Client. This may be a physical or a postal address. |
Town |
1–25 characters |
The town or city where the Client is located. |
Postcode |
1–5 characters |
The postal code of the Client. |
Phone |
1–20 characters |
The contact phone number of the Client. |
Fax |
1–20 characters |
The fax number of the Client. |
Terms |
1–15 characters |
The payment terms of the Client. This field is optional. |
Name |
1–50 characters |
The name of the chief person of contact with the Client. |
|
1–50 characters |
The email address of the chief person of contact with the Client. |
Contacts
This table displays the client contacts associated with the Client.
Option | Allowed Values | Description |
Open |
|
Click to open the Client Contact maintenance form for the selected contact. |
First Name |
n/a |
The first name of the contact person. |
Last Name |
n/a |
The surname of the contact person. |
Login Name |
n/a |
The login ID used by the contact person to log in to the corporate vouchers website. |
|
n/a |
The email address of the contact person. |
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