Clients/Relations

Reference for client records, contacts, addresses, and assets.

Clients/Relations

Use this module to review and maintain client data.

You can access customer details, contacts, addresses, and linked assets.

Edit options depend on permissions and company setup.

Typical actions

• open a client record
• review addresses and contacts
• update fields when editing is allowed

In this section

• Edit a client
• Client addresses and contacts
• Client assets