The Clients screen allows you to create and manage the profiles of your customers. You can have a main contact as well as additional contacts for the clients. The client information is used on reports and invoices; in fact, the client address is the default billing address for a project. You can set up multiple addresses and contact methods for your clients. Click to watch this video on managing clients in BQE CORE.
The Clients screen can be customized (e.g., the caption 'Clients' can be changed to 'Customers', 'Patients' or any other term you want. The BQE CORE UI elements, screens and reports reflect that change accordingly.
How To
Field Descriptions
| Field Name | Field Description |
| Clients > List View > | |
| Work-in-Progress |
Total value of billable, but unbilled time and expenses associated with all the projects of all your clients. It includes values in draft invoices, WUD and markups, but excludes taxes. It includes the values of active clients only. WIP = Unbilled Amount of time entries + Unbilled Amount of expense entries where Unbilled Amount of time entries = (Bill Rate x Client Hours) x (1 + WUD%) Unbilled Amount of expense entries = Total Charge Amount = (Units x Cost Rate) x (1 + Markup %) |
| Open Invoices | This is the value of all unpaid or outstanding invoices. It includes the values of active clients only. |
| Overdue Invoices | Total value of outstanding or unpaid invoices that have exceeded the payment due date. It includes the values of active clients only. |
| Clients > Detail View > General > Details > | |
| Display As | Display name of a client. It can be numbers, letters or a combination of both, up to 65 characters long. |
| Fed ID | Client's federal tax identification number, used for accounting and bookkeeping purposes. If it is a sole proprietorship, you can enter the owner's social security number. The mask for this field can be modified in Settings > Custom Labels. |
| Zip | Allows alphanumeric characters. The Zip field mask can be changed to the U.S. Postal Service Zip + 4 format, 99999-9999, or to Canada Post, ?9? 9?9 in the Custom Labels screen. |
| Phone/Mobile | Client's phone number. Its mask can be changed in Custom Labels to common preferences such as 999-999-9999, (999) 999-9999 or 999.999.9999, or to include a country code (99) and extensions. |
| You can add an email contact address to the client profile by clicking Add Contact Method. It accepts only one email address per field; so if you have multiple email IDs for the client, you must add multiple 'Email' contact methods. | |
| Add Memo | It serves as an additional field where you can add more details about the client. |
| Clients > Detail View > General > Billing Options > | |
| Fee Schedule | Fee schedules allow you to override the default employee bill and cost rates with special rates when time and expense entries are logged to a project. Here you can select a fee schedule for the client to be applied to all related projects. |
| Tax Options: Main Service Tax % | This tax is applied to the labor or service amount charged to the client for all project invoices. The global service tax is brought forward if it exists but can be edited here. |
| Main Expense Tax % | This tax is applied to the expense amount charged to the client for all project invoices. The global expense tax is brought forward if it exists but can be edited here. |
| No tax on tax | To prevent double taxation on the client, you can exclude the item taxes from the calculation of service tax and expense tax by checking these options. We recommend selecting these tax exemption options in the Projects screen instead unless you are sure that all projects of a client will exclude item taxes. |
| Exempt client from all item taxes | All projects of the client are exempt from Tax 1/2/3 on time and expenses billed. We recommend selecting this tax exemption at the project level unless you are sure that all projects of a client have to be tax-exempt. |
| Invoice Options: Online Payment Account |
CORE allows your clients to make online payments using the ePayments feature. It is inherited from Settings, but you can select another online payment account here for the client from the drop-down. You can also set it up at the project level. CORE allows you to select multiple online payment accounts. However, you cannot choose two payment services with the same payment method. |
| Message on Invoice |
Enter a standard message to print on all invoices of the client. This message displays above the footer of the invoice. You can also define a standard invoice message for specific projects only on the Projects screen or globally for all projects from Settings. If a message is defined, it shows up automatically on the invoices. |
| Automatically email invoice when processed |
CORE emails all the invoices of the client automatically when they are processed without any extra step or prompt. So if you make any errors in billing, you cannot revise the invoices. |
| Combine and send single invoice |
A single, joint invoice is created for all the projects of a client. When checked, the projects automatically get combined into a single invoice in the Invoices screen. |
| Clients > Detail View > Performance > | |
| Project |
You can choose to view the client performance for all projects or selective projects. The data on the info bar and widgets changes accordingly. CORE rolls up all the data in the widgets to reflect cumulative values when the selected project is 'Main'. |
| WIP |
The value of billable, but unbilled time and expenses associated with the projects of a client. It includes values in draft invoices, WUD and markups, but excludes taxes. Work-In-Progress = Unbilled amount of time entries + Unbilled amount of expense entries WIP = (Unbilled Hours x Bill Rate ) x (1 + WUD%) + (Units x Cost Rate) x (1 + Markup%) |
| Retainer Balance |
This represents the total retainer amount remaining for the client and is calculated as: Retainer Balance = Total Retainer Received - Total Retainer Used Retainer Balance = Total Client + Project + Parent Project Retainer remaining (filter dependent) |
| Write-Up/Down |
Total write-up or write-down (WUD) amount on billable time entries. It refers to the adjustment of bill rates on invoices to increase (write up) or decrease (write down) the billed amount. WUD = Billed Amount - Billable Amount |
| Client Hours |
Total client hours (billable) associated with the projects of a client. |
| Billing: Paid % |
Billing calculations exclude retainer, draft invoices as well as retainer used during billing. The calculations involved are: Paid % = Paid Amount / Net Billed x 100 |
| Net Billed |
Total amount billed to the client, including taxes, WUD and markups, but excluding retainers (before applying the retainer to the invoice). Net Billed = Total Billed Amount – Retainer Used |
| Paid |
This is the total amount paid on the invoices, including retainers. |
| Balance |
This is the balance remaining on invoices, to be paid. Balance = Net Billed - Paid |
| Work-in-Hand: Completed |
Percentage of the contract amount used. Balance is the total work-in-hand for a client while Used is the total amount used on all projects of the client. Completed % = Used / Contract Amount x 100 If contract amount is zero, Completed % will be 100%. |
| Contract Amount | Represents the total contract amount of all the projects of a client excluding Main status projects. It also excludes taxes, but includes WUD. |
| Used |
Total contract amount used on the projects of a client; in other words, it is the total invoiced amount. It represents the value of billed services and expenses, but excluding retainers, discounts, taxes, extra services and extra expenses. It includes WUD and markups. Used = (Client Hours x Bill Rate x WUD) x + (Units x Cost Rate x Markup) |
| Balance |
This balance represents the work-in-hand for the client. If contract amount is zero, then work-in-hand is also zero. Balance = Contract Amount - Used where Used = Earned Value |
| Profitability: Profit % |
Displays the profit potential of a client for the company. It is not affected by the billable status of time entries. Profit calculations exclude retainers. Profit % = Total Margin / Billed Amount x 100 where Billed Amount = Total Services Billed + Total Expenses Billed |
| Billed |
Total invoice amount excluding discounts, taxes, retainers and draft invoices, but including WUD, markups, extra services and extra expenses. Billed Amount = Total Services Billed + Total Expenses Billed Billed Amount = (Client Hours x Bill Rate x WUD) + (Units x Cost Rate x Markup%) |
| Cost Amount |
Total cost amount of all the projects of a client. It is the cost of billed entries and excludes WUD, markups and taxes. It also includes the cost of entries that are marked as billed (whether the entries are associated with invoices or not). Cost Amount = Total Services Cost + Total Expenses Cost = (Hours x Cost Rate) + (Units x Cost Rate) |
| Profit |
Displays the profit potential of a client for the company. It is not affected by the billable status of time entries. Profit calculations exclude retainers. Profit = Billed Amount – Total Cost Amount where Billed Amount = Total Services Billed + Total Expenses Billed and Total Cost Amount = Total Services Cost + Total Expenses Cost |
| Billability: Billable % |
Total billable hours logged against all the projects of a client. It includes extra time and WUD. Billable % = Billable Hours x 100 / Total Hours where Billable Hours are billable client hours and Total Hours = Billable Hours + Non-Billable Hours + Overhead Hours + PTO Hours |
| Earned Value | The actual value of billed time and expenses on the projects of a client. It is the value of time and expenses associated with invoices excluding extra services, extra expenses, retainers, taxes and discounts. It includes WUD. |
| Billed |
Total invoice amount excluding discounts, taxes, retainers and draft invoices, but including WUD, markups, extra services and extra expenses. It represents the actual earned value. Billed Amount = (Client Hours x Bill Rate x WUD) + (Units x Cost Rate x Markup %) |
| Billable |
Cumulative billable value of billed time and expenses and represents the earned value. It excludes WUD and taxes. Billable = Total Billable Services + Total Billable Expenses Billable = (Client Hours x Bill Rate) + (Units x Cost Rate) |
| Cost |
Cumulative cost value of billable time and expenses. It is the sum of the cost amount of services and cost amount of expenses. It excludes WUD, taxes and extra entries. Cost Amount = (Hours x Cost Rate) + (Units x Cost Rate) |
| Billability Analysis | It tells you how much has been earned on the projects of a client and what is in the pipeline. |
| Billable |
It represents the total value of billable time and expenses. It excludes taxes and WUD but includes markups. Billable Amount = (Client Hours x Bill Rate) + [(Units x Cost Rate) / (1+ Purchase Tax Rate / 100) x (1 + Markup / 100)] |
| Billed |
Total invoice amount including WUD and markups, but excluding non-billable services and expenses, and taxes. Billed Amount = (Client Hours x Bill Rate x WUD) + (Units x Cost Rate x Markup) |
| Unbilled |
Total value of billable, but unbilled time and expenses. It is the same as WIP and includes values in draft invoices. Unbilled Amount = (Client Hours x Bill Rate) + [(Units x Cost Rate) / (1+ Purchase Tax Rate / 100) x (1 + Markup / 100)] |
| Non-Billable |
Total value of non-billable time and expenses. Non-Billable Amount = (Client Hours x Bill Rate) + [(Units x Cost Rate) / (1+ Purchase Tax Rate / 100) x (1 + Markup / 100)] |
| Margins: Billable Margin: Services-Billable |
Displays a bar chart with elements that can help in analyzing your profit (or loss) for the client. You can see a breakdown of billable or billed services and expenses, along with their profit/loss margins in percentage. It represents the total value of time both billable and non-billable, excluding extra time, WUD and taxes. = Client Hours x Bill Rate |
| Services-Cost | Total cost of billed time entries, excluding extra time (Hours x Cost Rate) |
| Extra Services-Billable |
It represents the total value of billable extra time. = (Client Hours x Bill Rate) |
| Extra Services-Cost |
It represents the total cost of billed extra time entries. = (Hours x Cost Rate) |
| Expenses-Billable | Total value of billable expenses, excluding extra expenses (Units x Cost Rate) |
| Expenses-Cost | Total cost of billable expense entries, excluding extra expenses (Units x Cost Rate) |
| Extra Expenses -Billable | Total value of billable extra expenses (Units x Cost Rate) |
| Extra Expenses-Cost |
Total cost of billable extra expense entries excluding markups. = (Units x Cost Rate) |
| Margins: Billed Margin: Services-Billed |
Total value of services billed, excluding extra services and discounts. Billed values include WUD. = (Client Hours x Bill Rate x WUD) |
| Services-Cost | Total cost of billed time entries, excluding extra time (Hours x Cost Rate) |
| Expenses-Billed |
Total expenses billed, excluding extra expenses and discounts. = [Units x Cost Rate x (1 + Markup / 100)] |
| Expenses-Cost | Total cost of billed expense entries, excluding extra expenses (Units x Cost Rate) |
| Extra Services-Billed |
It represents the total value of extra time entries billed. = (Client Hours x Bill Rate) |
| Extra Services-Cost |
It represents the total cost of billed extra time entries. = (Hours x Cost Rate) |
| Extra Expenses-Billed | Total extra expenses billed [Units x Cost Rate x (1 + Markup / 100)] |
| Extra Expenses-Cost | Total cost of billed extra expense entries (Units x Cost Rate) |
| Clients > Detail View > Contact > | |
| Display As | Display name of a contact. It can be numbers, letters or a combination of both, up to 65 characters long. |
| Set as primary | Sets the contact as the main or primary contact of the client. Setting a contact as a primary contact affects the billing of the client, as it appears on the invoices unless overwritten at the project level (billing contact). The primary contact is also used as the preferred client contact for emailing invoices, contact address on reports and communication point for invoice collections. |
| Clients > Detail View > Edit To Do > | |
| % Complete | Provides the status of a to-do task for the client in terms of percentage of completion. |
| Clients > Details > Actions > Add Opportunity > | |
| Opportunity Name | Name of the opportunity expected from a prospect. |
| Type | The type (e.g., new business, existing business, renewal, etc.) of opportunity can be selected from the drop-down list. You can create various opportunity types in the CRM lists. |
| Prospect | This is the prospect associated with the opportunity. It is pre-filled with the client's Display As name, by default. CORE automatically creates a prospect record, if it has not already been added. |
| Target Date | The realistic close date by which you want to win the opportunity. It represents a deadline for an opportunity. It is set as one month later by default, but can be changed as needed. |
| Stage | The current stage of an opportunity in terms of sales, e.g., ongoing, won or lost. By default, it is brought forward from Settings > CRM > Opportunity Stages with the least order value and not ‘In Progress’. |
| Description |
Description or other information about the opportunity, say additional licenses. |
| Assigned To |
This is the sales person to whom the opportunity is assigned. It gets pre-filled by the prospect's Assigned To value by default. |
| Probability % |
Current possibility of winning the opportunity. This value is in percentage, say 50%. By default, it is set to 25%, but you can change it. You can quickly update the probability of an opportunity later using the Update Probability option from the row-action menu in list view. |
| Opportunity Value |
Monetary value or worth of an opportunity. |
| Forecast |
Forecast refers to the revenue that you expect from the opportunity. It represents the monetary value of an opportunity. |
| Copy contacts to prospect |
Copies the client contacts to the prospects associated with the new opportunities. |
Create New Clients
To create a new client profile, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- Click Add Client on the top-right.
- On the Create Client > General > Details screen, enter the required data. Check Field Descriptions above for details.
- Company
- Name
- Display As: Unique display name of a client
- Manager
- Address
- On the General > Billing Options tab, enter other information. Check Field Descriptions above for details.
- Fee Schedule: Here you can select a fee schedule for the client to be applied to all related projects.
- Tax Options
- Invoice Options
- Click Save & Done or Save & Add Another.
Add Client Contacts
The client contacts can be used for emailing invoices, as billing address, in reports and for communicating on invoice collections. All client contacts appear in the Projects > Billing Contact drop-down. The one you choose there can become the billing contact and address for the project invoices.
To add a client contact, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, select a client on the grid and click
to select View Details.
- In the detail view, go to the Contacts tab and click Add.
- On the Contact Detail > Details screen, enter the required information. Check Field Descriptions above for details.
- Display As: unique display name of a contact
- Name
- Company
-
Contact Address
- To add a communication method, click Add Contact Method. You can choose the desired option from the drop-down (say Email or Mobile) and then enter that information.
- Click Save. The contact record is saved and you can add notes for it from its Notes tab.
- Click Save & Done.
The new contact inherits the company name and address of the client itself, but you can change it. You can also set a contact as the main or primary contact for the client.
Note: You can enter or edit details for the contacts by clicking on their row in the list view.
Assign Groups
This option allows you to quickly assign a client to a client group or view whether the selected client is a member of any existing group.
To assign a client to a group, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, select a client on the grid and click
- In the detail view, go to the General > Details tab and click Assign Groups.
- On the Assign Groups dialog, select the desired group for the client. By default, the All group is assigned and set as the default group for all clients.
- Click Update.
You can also check the detailed video on creating and managing groups in CORE.
Group Clients
To group various clients, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, select a client on the grid and click
- In the detail view, go to the General > Details tab and click Assign Groups.
- On the Assign Groups dialog, click Manage Groups.
- On the Groups screen, click Create New. (You can also go directly to this screen via side menu > Settings.)
- On the Create Client Group screen, enter the required data:
- escription
-
Select the relevant options:
- Add new clients automatically: Automatically adds all new clients to the new group as they are created.
- Include all clients in new group: Includes all existing clients in the new group.
- Click Save.
You can also check the detailed video on creating and managing groups in CORE.
Add Custom Fields
Using custom fields, you can track extra characteristics and attributes of your clients. You can enter any information (up to 50 characters) about the client, such as, location or category. You can even customize these fields in the Custom Labels screen.
To add a custom field, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, select a client on the grid and click
- In the detail view, go to the General > Custom Fields tab and click Add Custom Field.
- Select the type of field you want depending on the purpose, say Text Box.
- On the Add Text Box dialog, enter the required information:
- Name
- Type
- # of Characters
- Check Show in List View if you want this field to appear under the Show/Hide Columns list and show up on the grid.
- Click Save.
Note: You can display a maximum of three custom fields on the list view per screen.
You can also check the detailed video on managing custom fields in CORE.
Add Documents
To add a document to a client record, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, select a client on the grid and click
- In the detail view, go to the Documents tab and click Add.
- On the Add Documents dialog, select the relevant tab, depending on the type of attachment.
- Computer: To attach files stored on your computer, enter its Description and drag your file or click to browse to that location.
- Hyperlink: To attach an external link, enter its Description and then insert the hyperlink.
- Dropbox: To link files stored in your Dropbox account, enter its Description and then browse for it.
- Google Drive: To link files stored in your Google Drive account, enter its Description and then browse for it.
- OneDrive: To link files stored in your Microsoft OneDrive account, enter its Description and then browse for it.
- Box: To link files stored in your Box account, enter its Description and then browse for it.
- Resource Library: To link company resources, select the resource from the library. This is available in CORE CRM only.
- Click Add.
CORE pre-fills some of the information about the attached documents in the grid. You can send the documents to your clients, employees or other contacts for getting their digital or electronic signatures (eSignature via DocuSign) using the eSign option from the row-action menu. CORE automatically adds the signed documents to the Documents folder of the entity (record) as separate attachments. It displays the status of the document, whether it has been delivered via DocuSign, viewed by the recipients, declined or completed by the recipients, etc. This column does not show up if you are not connected via the DocuSign integration. You can also check the detailed video on managing documents in CORE.
Add To-Dos
To add a new to-do task for a client, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, select a client on the grid and click
- In the detail view, go to the To-Dos tab and click Add.
- Enter the required information in the top row of the grid. Check Field Descriptions above for details.
- Description
- Start/End Date
- Assigned To
- % Complete
- Click Done.
You can also check the detailed video on managing to-dos in CORE.
Add Notes
CORE allows you to add notes for the clients as well as their contacts.
To add a new note for a client, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, select a client on the grid and click
- In the detail view, go to the Notes tab and click Add.
- Enter the required information in the top row of the grid.
- Date
- Category
- Description
- Status
- Click Done.
You can also check the detailed video on managing notes in CORE.
Send Clients
In CORE, you can send client records to your accounting program, such as QuickBooks Online, Xero and MYOB AccountRight.
To send a client record to your accounting program, watch this video or follow these steps:
- Open the Client screen from the side menu > Contacts.
- In the list view, select a client on the grid and click
- In the detail view, click Actions > Send To on the top-right.
- Select the relevant option from the drop-down, say QuickBooks. Your data is sent.
CORE allows you to send clients to QuickBooks using the Send to QuickBooks option from the row-action menu in the list view. You can send a maximum of 25 records from the clients list to QuickBooks without having to drill down into the detail view. CORE displays a progress bar when sending these records to QuickBooks.
Note: You can choose to click More > Show/Hide Columns to display the QB Linked column to check the sync status of the records before sending them to QuickBooks.
Clone Clients
If you have many clients in a particular section, say government, it saves time to create a template for this type of a client. Be sure to give a special name or ID to each clone template.
To clone a client record, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- Select the client on the grid that you want to clone and click
- On the Client Clone dialog, enter the required information:
- Clone From
- Clone To
- Click Clone.
You can also check the detailed video on cloning records in CORE.
Add Opportunities
You can create sales opportunities directly from the Clients screen. However, this option is only available with the CRM subscription. In this case, the client becomes the prospect of the newly associated opportunity. The client-prospect relationship is always maintained as when an opportunity is won and client is mapped to the respective client record. The records between Prospects and Clients are synced automatically when changes are made to any common attributes, provided the contact appears in both screens. You can add opportunities from the list view row-action menu, Opportunities tab in the detail view, or Actions menu.
To add an opportunity to a client, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, select a client on the grid and click
- In the detail view, go to the Opportunities tab and click Add Opportunity. Alternatively, you can add opportunities in the details view, by clicking Actions > Add Opportunity on the top-right.
- On the Add Opportunity dialog, enter the required information. Check Field Descriptions above for details.
-
Opportunity Name
-
Type: The type (e.g., new business, existing business, renewal, etc.) of opportunity can be selected from the drop-down list.
-
Prospect
-
Target Date: The realistic close date by which you want to win the opportunity.
-
Stage: e.g., ongoing, won or lost
-
Enter other information about the opportunity, if needed. Check Field Descriptions above for details.
-
Description
-
Assigned To
-
Probability %
-
Opportunity Value
-
Forecast: revenue that you expect from the opportunity
-
Click Add. The opportunity is created and you are taken to its detail view where you can add more information.
Merge Clients
In certain situations, you might want to combine multiple existing clients into a single client. CORE allows you to do that by moving all the time and expenses, projects, invoices, payments or any transactions linked with the clients to the selected destination client. Attachments, notes or any other objects linked with the source clients are moved to the destination client.
To merge clients, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- Select the client record on the grid that you want to combine with another and click
- On the Merge Clients dialog, choose the client from the drop-down into which you want to merge the selected clients.
- Click Merge.
You can also check the detailed video on merging data in CORE.
Batch Update Clients
Making batch changes to the client records is a non-reversible process. Batch update also allows you to reset the values to none if the field is not required.
To change any client information in a batch, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- Select the client records on the grid and click Actions > Delete to delete them. You cannot delete clients that are associated with projects or transactions (you must delete the associated records prior to deleting the clients).
- Otherwise, click Batch Update to make changes to them. Using the
- On the Batch Update screen, select the relevant fields and enter new values for them.
- Check the disclaimer at the bottom and click Update.
- To edit a single client, select the client on the grid and click
- In the detail view, enter more details or make your changes.
- Click Save & Done.
You can also check the detailed video on batch updating records in CORE.
Specify Online Payments
CORE allows your clients to pay their invoices electronically using the ePayments method from anywhere in the world. You get to choose whether to enable ePayments at the global level for all clients (Settings screen) or selectively enable that at the client, project and invoice level. Check out ePayments for details.
To specify or change the online payment account for a client, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, select the clients on the grid whose payment option you want to change.
- Click Actions > Online Payments.
- On the Change Online Payment Account dialog, select the Account that you want to associate with the selected clients for the ePayments. You can also remove any account by selecting None from the drop-down. Check Field Descriptions above for details.
- Click Update.
- Alternatively, select a client on the grid for whom you want to enable ePayments and click
- On the General > Billing Options tab, select the Online Payment Account from the drop-down and click Save & Done. It is inherited from Settings, but you can select another online payment service account here for the client from the drop-down. You can also set it up at the project level.
Note: CORE allows you to select multiple online payment accounts. However, you cannot choose two payment services with the same payment method. Check out ePayments for details.
Show/Hide Columns in Grid
You can configure the fields or columns that appear on the grid in the list view. You can hide or show columns, and sort the order of columns according to your requirements.
To do so, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, click More > Show/Hide Columns on the action bar.
- Select or un-select the column names in the drop-down list, say Status.
- Next, click the column you want to sort, say Manager.
- Click once for ascending order (A-Z) and twice for descending order (Z-A).
Note: You can resize the column widths on the grid and then reset them, if needed (More > Reset Column Widths).
You can also check the detailed video on navigation and customizing grids in CORE.
Export Clients
In CORE, you can export clients to the Comma Separated Values file format. CORE exports data from all available columns and not just the columns visible in the grid.
To export the client records to a .CSV file, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, click More > Export as CSV.
- A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.
You can also check the detailed video on exporting data in CORE.
Import Clients from CSV
In CORE, you can import up to 5000 clients directly from a Comma Separated Values (.csv) file format. CORE does not create new items or resources if there are no matches. You can map the relevant fields between CORE and the CSV file and save those mappings for the future.
Note: You can download a sample import file to see how your import file should be and what kind of data it should include.
To import clients from a .CSV file, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts > Clients.
- In the list view, click More > Import from CSV.
- On the Import Clients from CSV dialog, choose the CSV file to be imported. Check Field Descriptions above for details.
- You can drag and drop the file or click to browse to its location. Click Upload.
- On the Map Your Client Fields dialog, you can match the relevant CORE Fields with CSV Headers for each project. Each record requires a client type, company, first name and last name to be mapped.
- You can select Saved Mappings from the drop-down if you have one from a previous import.
- Click Continue. The imported records pre-fill the grid.
- On the Review Mapping dialog, review the selected records and their mappings. Un-check the records that you do not want to import. CORE performs validation of records, including formatting and data validation before you can proceed.
- Click the relevant Import option:
- Import
- Import & Save As New Mapping: Imports the records and also saves the mapping for the future.
- Import and Update Mapping: Updates the saved mapping. This option is only visible if you have saved mapping from the previous import.
The client records are imported. You can check the imported data and make changes, as needed. You can also check the detailed video on importing data into CORE.
View Reports
To view a report, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, click More > View Reports.
- Select a report from the Report List dialog. It opens in the viewer.
- Preview the report and then choose to export or print it.
You can also check the detailed video on running and managing reports in CORE.
Apply Filters
When using the filter search or applying filters, CORE intelligently updates the info bars to reflect the values of the filtered list. Besides filtering data using the standard fields on a screen, you can also use the custom fields for that, if you have set them up.
To view selective data on the grid, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, click
on the right.
- On the Filters panel, select a filter from the drop-down and specify individual records or range.
- Click Add Filters to specify more filters.
- When you have finished, click Apply Filter. You can see selective data now.
- Next, to save the applied filters as your favorite, click Save Filters.
- It opens the Save Filter dialog, where you can select a name for your filter combination and then click Save. You can also update your existing saved filters by clicking the Update Saved Filters link.
- In the list view, you can remove the individual filters by clicking
on each. To disable applied filters temporarily or remove all filters, click
next to the Filters icon and select Disable Filters or Clear All, respectively.
You can also check the detailed video on applying filters in CORE.
Mark Screen as Favorite
You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.
To mark this screen as your favorite, watch this video or follow these steps:
- Open the Clients screen from the side menu > Contacts.
- In the list view, click
on the top-right.
- You can access this screen from the side menu under Favorites.
You can also check the detailed video on marking screens as favorite in CORE.