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Clients

There were 6 articles found in this category:

New Client - Client Information
New Client - Client Information Fig. A See Figure A above. This is the client creation page. It is also the detailed client information file, which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Client Name: This is the ...
Gigbuilder : Clients
Resources > Clients Fig. A See Fig A. above. This view displays all clients. A "New Client" button is also provided to create a new client. Using the search bar along the top of each column will automatically limit the client listed to what is being searched for. A red "Clear" link is p ...
How do I override a client's access to their planner if the have been locked-out?
Resources > Clients: Locate the client you wish to override for by scrolling and finding the client or by typing their name in the search box above the client name column. Select client. Click their name to open their information. Click the "Edit" button once the client information screen h ...
How do I change a client password?
Resources > Clients: Locate the client you wish to change the password for by scrolling and finding the client or by typing their name in the search box above the client name column. Select client. Click their name to open their information. Click the "Edit" button once the client informati ...
Where can I see and edit additional phone numbers such as cellular/mobile or work?
Resources > Clients: Select the client you wish additional phone numbers for by scrolling and finding the client or by typing their name in the search box above the client name column. Once you have found the client, click their name to open their information. Click the "Edit" button once t ...
Is there a way to see your prospects / clients in alphabetical order?
Resources > Clients