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Last Updated
29th of June, 2011
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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 contact name. Select a title from
the drop-down box. Click in the first text field and enter a first name. Click
in the second text field and enter a last name.
Mailing Address:
- Street - This is the street address of the client.
Click in the text field and enter a street address.
- City - This is the city of the client. Click in the
text field and enter a city.
- State/Province - This is the state / province of the client.
Select a state / province from the drop-down box.
- Zip/Postal - This is the zip / Postal code of the client.
Click in the text field and enter a zip / postal code.
- Country - This is the country of the client.
Click in the text field and enter a country.
- Client ID - This is the client ID of the client. Click in the text field and enter a client ID.
Billing Address:
- Street - This is the billing street address of the client.
Click in the text field and enter a billing street address.
- City - This is the billing city of the client. Click in the
text field and enter a billing city.
- State/Province - This is the billing state / province of the client.
Select a billing state / province from the drop-down box.
- Zip/Postal - This is the billing zip / Postal code of the client.
Click in the text field and enter a billing zip / postal code.
Telephone Numbers:
- Primary - This is the primary number of the client.
Click in the text field and enter a primary number.
- Secondary - This is the secondary number of the client.
Click in the text field and enter a secondary number.
- Cell/Mobile - This is the cellular number of the client.
Click in the text field and enter a cellular number.
- Text/SMS - This field controls the sending of text / SMS messages to the client. Select a radio button option.
- Fax - This is the fax number of the client. Click
in the text field and enter a fax number.
- Pager/Other - This is the pager / other number of the client . Click in the text field and enter a pager / other number.
- Best Time To Call - This is the best time to call the client.
Click in the text field and enter a best time to call.
Internet:
- Email - This is the email address of the client.
Click in the text field and enter an email address.
- Alt Email - This is an alternate email address of the client. Click in the text field and enter an alternate email
address.
- Mass Email - This field controls the acceptance of mass
email from Gigbuilder. Select a radio button option.
- Website / URL - This is the website / URL of the client.
Click in the text field and enter a website / URL address.
Employer:
- Employer Name - This is the company name that employs the client. Click in the text field and enter a company name.
- Job Position - This is the job position / title of the client. Click in the text field and enter a job position / title.
- Division - This is the employment division of the client. Click in the text field and enter a division.
Alternate/Billing Contact:
- Name - This is the alternate / billing contact name for the client. Click in the text field and enter a name.
- Description - This is the description of the alternate / billing contact for the client. Click in the text field and enter a description.
- Phone - This is the phone number of the alternate / billing contact for the client. Click in the text field and enter a number.
- Email - This is the e-mail address of the alternate / billing contact for the client. Click in the text field and enter an e-mail address.
- Fax - This is the fax number of the alternate / billing contact for the client. Click in the text field and enter a fax number.
Event Planner:
- Password - This is the password designated for the client's access to their online planner. Click in the text field and enter a password.
- Settings - This field controls the client's access to their online planner. Select a setting from the drop-down box.
Notes: This is the note(s) that pertains to the client. Click in the text paragraph and enter a note(s).
Miscellaneous Client Info/Facts:
- Repeat Customer - This field signifies if the client is a repeat customer. Select an option from the drop-down box.
- Birthdate - This is the birthdate of the client. Click in the text field and enter a birthdate.
- Anniversary Date - This is the anniversary date of the client. Click in the text field and enter an anniversary date.
- Honeymoon Location - This is the honeymoon location of the client. Click in the text field and enter a honeymoon location.
Venue Address:
- "Same" Box - This field signifies that the venue is the client's residence. Check mark this box if the venue address is the same as the client's address.
- Street Address - This is the street address of the private residence. Click in the text field and enter a street address.
- City/State (Province) - .This is the city / state (providence) of the private residence. Click in the text field and enter a city. Select a state (province) from the drop-down box.
- Zip/Postal Code - This is the zip / postal code of the private residence. Click in the text field and enter a zip / postal code.
Appointment List: This section lists any appointments / meetings with the client. Clicking a date will open the detailed appointment / meeting file for that date.
Event List: This section lists the events associated with client. Clicking a date will open the event information file for that date.
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