Manage Client Preferences

You can view information about each client and set client preferences from the Client Management screen.

The Client Management screen provides a list of all of the clients defined for your firm, and includes columns indicating the Name of each client and the Firm Code, and the Name and Email of the person to contact for the client.

In addition, columns indicate the products the client uses, whether the client is a tax client, and whether the client can be contacted by email, and allows you to differentiate between clients and prospects.

The information displayed on this screen enables you to review the applications clients use or access contact information, and can be helpful when organizing email broadcasts. For example, you can:

§        Use the information in the Accounting Power, AFP, Cloud Cabinet, and Payroll Relief columns or the Tax Client column to help you send targeted emails related to specific services or applications.

§        Review the Do Not Send Email column to identify clients to remove from email mailing lists.

§        Use the information in the Type of Client column to identify prospects to whom to send follow-up emails.

To view and set client information:

1.  Select Client Management from the Firm menu to open the Client Management screen.

The screen lists all of the clients defined for your firm in alphabetical order. You can click any column heading to sort the list by the information in that column in ascending or descending order, or scroll through the list to locate a particular client.

2.  Click a row to select the client.

The Client Preferences dialog appears, automatically populated with the Client Name, Client Code, Contact Name, and Contact Email from the client information entered in the Administration module for this client.

You cannot change this information in Practice Relief, nor can you change the information in the columns listing whether the client uses specific applications.

3.  Click the Tax Client option to indicate whether the firm performs tax services for this client.

This information can be helpful when organizing email broadcasts related to tax services.

4.  Select the Do Not Send Email option to specify that the client should not be contacted by email and should be removed from any email broadcasts.

5.  Use the drop-down list in the Type of Client field to identify whether the client is a Customer or a Prospect.

6.  Click Save to save your settings and close the Client Preferences dialog.

You are returned to the Client Management screen, and your changes appear in the list for the client.