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Client Tab 16-May-2017 8:44 am Posted by: Vista Support

Add Clients

Click Clients from Drawer menu bar.

Now click Add Client button.

Fill all the Client details. (* marked are the required fields.)

Write Company Name for the Client and it will be automatically assigned to theCompany under Company list.

Quick Create Clients

Click Clients from Drawer menu bar.

In Left sidebar, you can see Quick create for Clients.

Enter the Client's Full name, email and phone number.

Click Submit to save the Client.

Send Activation Email to Client

Go to Clients list. (Click Clients from Drawer Menu bar.)

Click Send Activation Email button for the new client.

The client will get an email from you to activate their account.

Search Client's Name

Go to Clients list. (Click Clients from Drawer menu.)

Above the Client's list, you can see a search bar. Enter Client name you want to search.

Click Go. You will get the appropriate result.

Edit/Delete Client
Edit Client Details

Go to Client list. (Clients tab from Drawer menu.)

Click the Pencil icon under Action to edit Client details.

Enter all the details you want to update.

Click Save to update the client details.

Delete Client

Click the Trash icon under Action from Client List.

Delete Multiple clients

Go to Client list. (Clients tab from Drawer menu.)

Select all the clients you want to delete.

Click Delete button above the Client list.

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