Client Management

Client list

The client list contains all contractors:

• Search by name or tax ID
• Filter by client type
• Alphabetical sorting

Adding a new client

Client form:

Wymagane pola:

• Company name
• Tax ID
• Address

Opcjonalne pola:

• Contact person
• Phone
• Email
• Notes

Editing client data

To edit client data:

1. Find the client in the list
2. Click edit
3. Make changes
4. Save