Let Staff Know When a Client is ‘on Stop’, the Services they buy, the Company Type, and more with Client Tags

OnStop

Client tags are now visible on the edit screens for Quotes, Jobs, Invoices, Delivery Notes, and Purchase Orders.

This makes it easier for staff to easily see any change in status when they are processing anything for a client. For example, if a client is put ‘On Stop’, a tag can be added to their record and this is reflected throughout the system.

Or, it could detail the type of invoicing to be used, such as pro forma or on account, or the type of product or service they use, such as ‘Accounts’, ‘Payroll’, etc.. It is very flexible – you can add the tags you want.

To find out more:

https://support.quikflw.com/hc/en-gb/articles/360004354878-Client-Tags-Flexible-Tools-for-Managing-Clients

 

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