Add/Update Client Window

 

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Use the Add/Update Client window to create or view client information.   As well as system and resource administrators,  general users can create client records if System Settings allow it.

 

The Add button lets you add several clients without having to reopen the window for each one. Simply enter the new client and click the Add button. Then repeat the process for each new client.

 

updateclient

 

GENERAL TAB

 

Client  A unique client name is the only information required by ResSched.

 

Contact Person  You can wish to include the name of a contact person in a client organization, as well as the phone number, fax, e-mail, cell/pager and mailing address for the client.

 

NOTES TAB

 

Include any special information about the client in this free-form text section. If Notes are present, the label of the Notes tab turns red.

 

COLORS TAB

 

System and Resource administrators only, can associate colors with a client.