Clients

Client Equipment

• How do I transfer client equipment to a new site?
• How do I create a client equipment custom field?
• How can I delete client equipment?
• How do I add equipment to a site?
• How do I add equipment to a client?

Client Sites

• How do I create Site custom fields?
• How do I delete a site?
• How do I add a contact for a Site?
• How do I add a Client Site?

Clients

• What does an inactive status mean for Clients?
• How do I make a Client inactive?
• How do I view a Client’s work history?
• How do I create a Client custom field?
• How do I filter my Client List?
• How do I manage my Client List view?

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