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Add a client

In the Header tab of a campaign, you can add several parties or companies in the Client part.

To add a new company to your account:

  1. Click Customers in the Administration screen. This opens the Customers screen. 

    For more information about the Customers screen, refer to Customers.
  2. To add a new client or company, click the Add a new company button. This opens the Add a new company screen:
    Add a new company screen - Click for larger view
  3. Define the following details:
    1. (Optional) Select a billing method for the company from the Invoice type drop-down.
    2. Enter the name of the company in the Company name field.
    3. (Optional) Enter a abbreviated company name in the Quote field. 
    4. Enter the AMS ID of the company in the AMD field.
    5. (Optional) Enter the VAT number of the company in the VAT number field.
    6. (Optional) Enter the name of the street of the company's address in the Street field.
    7. (Optional) Enter the number of the company's address in the Number field.
    8. (Optional) Enter the postal code of the company's address in the Postal code field.
    9. (Optional) Enter the city of the company's address in the City field.
    10. (Optional) Enter the country of the company's address in the Country field.
    11. (Optional) Enter the telephone number of the company in the Phone field. 
    12. (Optional) Enter the fax number of the company in the Fax field.
    13. (Optional) Enter the email address of the company in the Email field. 
  4. Click the Save button.

Add a new contact

To add a contact to a company:

  1. Click Customers in the Administration screen. This opens the Customers screen. 
  2. Click the name of the company or click the edit icon for the company you want to add a client to. 
  3. Above the form, click the Add a new contact button. This opens the Add a new contact screen. 
  4. Define the following details:
    1. Enter the name of the contact in the First name field.
    2. Enter the surname of the contact in the Last name field.
    3. Enter the email address of the contact in the Contact email field. 
    4. (Optional) Enter the phone number of the contact in the Contact phone field.
    5. (Optional) Choose a language from the Contact language drop-down.
    6. (Optional) Select a gender from the Contact gender drop-down. 
  5. Click the Save button.

Edit a client

To edit a client or customer:

  1. Click Customers in the Administration screen. This opens the Customers screen. 
  2. To edit a client or company, click the name of the company or click the edit icon  for the company you want to edit. This opens the Edit company information screen.
    Edit company information - click for larger view
  3. Change any of the details.
  4. Click the Save button. 

Delete a client

To delete a client:

  1. Click Customers in the Administration screen. This opens the Customers screen. 
  2. To delete a company, click the name of the company or click the edit icon  for the company you want to delete. This opens the Edit company information screen.
  3. Beneath the form, click the Delete this company button.
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