Clients / Relations

View client details, addresses, contacts, history, and linked objects.

Clients / Relations

Use the client area to review and manage customer information.

You can open addresses, contact persons, history, and linked objects from one place.

In this section

• Editing a client
• Client addresses and contacts
• Client history
• Client assets

1

Open the client

Open the client from a work order or the client list.

2

Review the record

Check the address, contacts, comments, and related links.

3

Open related sections

Open addresses, contact persons, history, or objects when needed.

4

Save allowed changes

Edit the client only when your setup allows it.

Keep in mind

Some client actions are blocked inside a work order.

The visible sections depend on available data and settings.