Client Information is entered into SpyderFlow: to enable different clients to be identified and referenced / incorporated into workflows as required in SpyderFlow.

• Location: Home screen / Mobile Dashboard icon

List of Clients

• The default opening page of Client
• This has all listed Clients for your SpyderFlow.
• Like other ‘List of’ pages: can be filtered, searched, sorted in list formats
• Create New Client is available from ‘List of’ screen. Opens into new window to add details by fields.

Client Details

Client details can include:

• Client Name
• Business Registration #
• Address details
• Contact details
• Financial details
• Checkbox to “Allow Custom Payment Dates” can be ticked or unticked

Select Clients and modify

To add, modify or update details:

• Select individual client from ‘List of Clients” screen
• Click view at bottom of each of the sections in details
• Click Done
• Click Save or Save and Exit

Attachments

Attachments can be added to Clients as:

• Take a new photo
• Choose a photo
• Choose a file

When adding attachment fill out or select fields for:

• Title
• Attachment type
• Status
• Can be Viewed by External Users?

Notes

Notes can be added to Clients with:

• Category
• Alert type
• Comments
• Status
• Can be Viewed by External Users?