ANTE User ManualClients
CRM → Clients lists your customers — the companies you sell to and bill. It is the same customer list as Projects → Clients, placed in CRM so Sales can reach it. It needs the Clients access in CRM. It is not Companies, which tracks the prospects and accounts in your deals.
Right-click a row to open it, edit it, copy its name, or archive it.
The Clients list
Search, sort and page through your customers. Click a row to open the customer. Add Client shows only for users who may add clients in Projects (the add form lives there).
A client's page
Edit shows only for users who may edit clients in Projects, and Archive only for users who may delete clients. Everyone with CRM Clients access can read the page.
Item names
Add name (under Item names) picks one of our items and records what this customer calls it: name, part no., description, and optionally their unit (e.g. box) with how many of our units one holds (e.g. 10).
Example: the customer calls our "Precision Bearing 6204" BRG-6204-ZZ and buys it in boxes of 10. Their quotation shows BRG-6204-ZZ, and 3 boxes prints as 3 box (30 pcs); stock still moves 30 pcs. The full rules are under Customer Names and Units.
The item units on the item itself (1 box = 1,000 pcs) stay with users who may edit items.
How It Connects
Set up first
- Items — the items a customer name points to must exist first.
Gets its data from
- Projects → Clients — the same customer records, added and edited there.
Feeds into
- Orders — a customer's item names print on their quotations, sales orders, delivery receipts and invoices.