What do I use a Client for?

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What do I use a Client for?

ClientWO

 

Clients are who you are performing service for.

 

A client may be a company, a client may be an individual, a client may even be a bus.  What you use "Client" as in AyaNova would depend on whom or who service is performed for in your service industry.

 

Examples:

 

Property management service - each "Client" equates to an apartment. And areas of the apartment (living room, kitchen, etc) and/or equipment in the condo such as dishwasher, bathtub, etc is identified as a "Unit".  And "Head Office" equates to the entire building or owner of that building for billing purposes. This way when you create a service workorder for the apartment (i.e. Client) and also can identify the specific equipment or room (i.e. Unit in the apartment)  that requires service and maintain service history on it.

 

Computer service - each "Client" equates to a customer that you provide computer service to. And each computer equipment owned by that client is identified as a "Unit".

 

NOTE: AyaNovaLite does not provide tracking of Units service history or selection in service workorders - please refer to the full AyaNova version.

 

 

How to create a client

 

1. Via the New... New1 menu option in the Client grid

 

2. Via the Client jump button within another entry's screen

 

For example: in the Client selection window when creating a new workorder, click on the Client jump button with no client selected, and a new client entry screen will display for you to enter a new client.

 

ClientJumpbutton1

 

See also: Jump Buttons

 

3. Import via the Client Import/export utility

 

Client’s information is entered once via the Client entry screen. When a service work order is needed for a client, you only have to select the client from the drop down selection list without having to re-entry information.

 

A history of all service workorders that are associated with a single client is therefore maintained.

 

 

AyaNova can be localized to display field label text in any language - for example, you may want what is labeled as "Clients" to be labeled as "Apartment" or "Employee" etc - whatever makes the easiest use for your type of service

 

See also for more details:

Localized Text Designer