Clients

Overview

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 client . 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 Core.

managing_clients_thumbnail.png

The Clients screen can be customized (e.g., the caption 'Clients' can be changed to 'Customers' or any other term you want. The Core UI elements and reports reflect that change accordingly.

Field Descriptions

Basic Tasks

Create New Clients

Add Client Contacts

View Reports

Advanced Tasks

Assign Groups

Group Clients

Add Custom Fields

Add Documents

Add To-Dos

Add Notes

Send Clients

Clone Clients

Add Opportunities

Merge Clients

Batch Update Clients

Change Online Payment Account

Show/Hide Columns in Grid

Export Clients

Apply Filters

Mark Screen as Favorite

 

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 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, and to include a country code (99) and extensions.
Email 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.
Clients > Detail View > General > Billing Options >
Fee Schedule Service and expense 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 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 Global 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.

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 Global 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 widgets to reflect cumulative values when the selected project is a 'Main' project.

WIP

The value of billable, but unbilled time and expenses associated with the projects of the 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 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 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, excluding retainers, discounts, taxes, extra services and extra expenses. It includes WUD and markups.   

Used = (Client Hours x Bill Rate) x + (Units x Cost Rate)

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) + (Units x Cost Rate)

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.

 

Create New Clients

To create a new client profile, watch this video or follow these steps:

    1. Open the Clients screen from the side menu > Contacts > Clients.

clients_create.png

      1. Click Create New on the top-right.

      2. On the Create Client > General > Details screen, enter the required data:

        • Company

        • Name
        • Display As:  Display name of a client. It can be numbers, letters or a combination of both, up to 65 characters long.
        • Manager
        • Address
      3. On the General > Billing Options tab, enter other information:

        • Fee Schedule:  Service and expense 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

        • Invoice Options

      4. 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:

        1. Open the Clients screen from the side menu > Contacts > Clients.

clients_contact.png

        1. In the list view, select a client on the grid and click dropdown-caret.png to select View Details.

        2. In the detail view, go to the Contacts tab and click Add.

        3. On the Contact Detail > Details screen, enter the required information:

          • Display As:  numbers, letters or a combination of both, up to 65 characters

          • Name

          • Company

          • Contact Address

clients_contact2.png

Note: 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 ( 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.)  for a client.

        1. 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.

        2. Click Save.

        3. The contact record is saved and you can add notes for it from its Notes tab.

        4. Click Save & Done.

Note: You can enter or edit details for the contacts by clicking on their row in the list view.

View Reports

To view a report:

        1. Open the Clients screen from the side menu > Contacts > Clients.

clients_reports.png

        1. In the list view, click More > View Reports.

        2. Select a report from the Report List dialog. It opens in the viewer.

        3. Preview the report and then choose to export or print it.

 

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:

        1. Open the Clients screen from the side menu > Contacts > Clients.
        2. In the list view, select a client on the grid and click dropdown-caret.png to select View Details.
        3. In the detail view, go to the General > Details tab and click Assign Groups.

clients_assign_group.png

        1. 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.
        2. Click Update.

Group Clients

To group various clients, watch this video or follow these steps:

        1. Open the Clients screen from the side menu > Contacts > Clients.

        2. In the list view, select a client on the grid and click dropdown-caret.png to select View Details.
        3. In the detail view, go to the General > Details tab and click Assign Groups.

clients_group.png

        1. On the Assign Groups dialog, click Manage Groups.

        2. On the Groups screen, click Create New. (You can also go directly to this screen via side menu > Productivity Tools > Groups.)

clients_group2.png

        1. On the Create Client Group screen, enter the required data:
          • Name

          • Description

        1. 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.

        1. Click Save.

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:

        1. Open the Clients screen from the side menu > Contacts > Clients.

clients_custom_fields.png

        1. In the list view, select a client on the grid and click dropdown-caret.png to select View Details.

        2. In the detail view, go to the General > Custom Fields tab and click Add Custom Field.

        3. Select the type of field you want depending on the purpose, say Text Box.

        4. On the Add Text Box dialog, enter the required information:

          • Name

          • Type

          • # of Characters

        5. 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.

Add Documents

To add a document to a client record:

        1. Open the Clients screen from the side menu > Contacts > Clients.

        1. clients_documents.png

        1. In the list view, select a client on the grid and click dropdown-caret.png to select View Details.

        2. In the detail view, go to the Documents tab and click Add.

        1. clients_documents2.png

        1. 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.

        2. Click Add.

      1. 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 dropdown-caret.png 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.

Add To-Dos

To add a new to-do task for a client:

        1. Open the Clients screen from the side menu > Contacts > Clients.

clients_todos.png

        1. In the list view, select a client on the grid and click dropdown-caret.png to select View Details.

        2. In the detail view, go to the To-Dos tab and click Add.

        3. Enter the required information in the top row of the grid:

          • Description

          • Start/End Date

          • Assigned To

          • Priority
        1. Click Done.

Add Notes

Core allows you to add notes for the clients as well as their contacts.

To add a new note for a client:

        1. Open the Clients screen from the side menu > Contacts > Clients.

clients_notes.png

        1. In the list view, select a client on the grid and click dropdown-caret.png to select View Details.

        2. In the detail view, go to the Notes tab and click Add.

        3. Enter the required information in the top row of the grid.

          • Date

          • Category

          • Description

          • Status

        4. Click Done.

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:

        1. Open the Client screen from the side menu > Contacts > Clients.

        2. In the list view, select a client on the grid and click dropdown-caret.png to select View Details.

        3. In the detail view, click Actions > Send To on the top-right.

        1. clients_send.png

        1. Select the relevant option from the drop-down, say QuickBooks. Your data is sent.

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:

        1. Open the Clients screen from the side menu > Contacts > Clients.

clients_clone.png

        1. Select the client on the grid that you want to clone and click dropdown-caret.png to select Clone.

        2. On the Client Clone dialog, enter the required information:

          • Clone From

          • Clone To

        3. Click Clone.

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 the opportunities from the list view row-action menu or the detail view Actions menu.

To add an opportunity to a client:

        1. Open the Clients screen from the side menu > Contacts > Clients.
        2. In the list view, select a client on the grid and click dropdown-caret.png to select View Details.
        3. In the detail view, click Actions > Add Opportunity on the top-right.

          clients_opportunity.png
        4. On the Add Opportunity dialog, enter the required information:
          • 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 Lists > CRM > Opportunity Stages with the least order value and not ‘In Progress’.

        1. Enter other information about the opportunity, if needed.

          • 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.

        1. 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:

        1. Open the Clients screen from the side menu > Contacts > Clients.

clients_merge.png

        1. Select the client record on the grid that you want to combine with another and click dropdown-caret.png to select Merge.

        2. On the Merge Clients dialog, choose the client from the drop-down into which you want to merge the selected clients.

        3. Click Merge.

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:

        1. Open the Clients screen from the side menu > Contacts > Clients.

clients_update.png

        1. 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).

        2. Otherwise, click Batch Update to make changes to them. Using the dropdown-caret.png menu, you can select the total number of records without scrolling all the way to the end of the list, total number of records in view or none of the records.

        3. On the Batch Update screen, select the relevant fields and enter new values for them.

        4. Check the disclaimer at the bottom and click Update.

        5. To edit a single client, select the client on the grid and click dropdown-caret.png to select View Details.

        6. In the detail view, enter more details or make your changes.

        7. Click Save & Done.

Change Online Payment Account

BQE Software has created partnership with AffiniPay and Stripe to offer you various payment solutions, depending on your industry and type of business. Core allows your clients to pay their invoices electronically using the ePayments method from anywhere in the world, including credit cards, debit cards, bank accounts or ACH transfers. You get to choose whether to enable ePayments at the global level for all clients or selectively enable that at the client, project and invoice level. ePayments can be used for regular invoices, statements, retainer invoices as well as late fee invoices. Check out the AffiniPay ePayments or Stripe ePayments FAQs.

To change the online payment account for a client:

        1. Open the Clients screen from the side menu > Contacts > Clients.

          clients_online_pay.png
        1. In the list view, select the clients on the grid whose payment option you want to change.
        2. Click Actions > Online Payments.
        3. 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.
        4. Click Update.
        5. Alternatively, select a client on the grid for whom you want to enable ePayments and click dropdown-caret.png to select View Details.
        6. On the General > Billing Options tab, select the Online Payment Account Core allows your clients to make online payments using the ePayments feature. It is inherited from Global 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.
          Core allows you to select multiple online payment accounts. However, you cannot choose two payment services with the same payment method. from the drop-down and click Save & Done.

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:

        1. Open the Clients screen from the side menu > Contacts > Clients.

clients_columns.png

        1. In the list view, click More > Show/Hide Columns on the action bar.
        2. Select or un-select the column names in the drop-down list, say Status.
        3. Next, click the column you want to sort, say Manager.
        4. 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).

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:

        1. Open the Clients screen from the side menu > Contacts > Clients.

clients_export.png

        1. In the list view, click More > Export as CSV.

        2. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

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:

        1. Open the Clients screen from the side menu > Contacts > Clients.

clients_filters.png

        1. In the list view, click filters-01.png on the right.

        2. On the Filters panel, select a filter from the drop-down and specify individual records or range.

        3. Click Add Filters to specify more filters.

        4. When you have finished, click Apply Filter . You can see selective data now.

        5. In the list view, you can remove the individual filters by clicking remove-01.png on each. To disable applied filters temporarily or remove all filters, click filter_icon.pngnext to the Filters icon and select Disable Filters or Clear All, respectively.

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 Preferences.

To mark this screen as your favorite, watch this video or follow these steps:

        1. Open the Clients screen from the side menu > Contacts > Clients.

clients_favorite.png

        1. In the list view, click favorites.png on the top-right.

        2. You can access this screen from the side menu under Favorites.

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