Concept of Client
Examples of client:
- Partnership Firm
In a rare case, you may want to create more than client for a same person. Example: A trust has 3 didvisions for which there is seperate TAN (For TDS deduction) and you are providing services of TDS return filling for the client, then in this case, you will create 3 clients even though the person has same PAN.
Creating a client
Name Fields can only contain Letters, Numbers and Spaces. This is a prerequisite for Phonetic Searching.
The Name fields can be used to add categories to the client. What information you add to each of the name fields is upto you. But be consistent. When searching for the clients, all the name fields are considered.
A client needs to be part of a Client Group. This is a mandatory requirement. In other words, Client Group is a mandatory field while creating a new client. This is because of three reasons:
- Clients are child of Client Group. Thus, you can create a client only if you have a group. So, even if there exists a single client with no associated clients, that single client still should have a group of its own. Moreover, a client can belong to only a single Group.
- Billing of your clients will be done based on the Group they belong to. In other words, Invoice or bill is created at group level and not at client level. This is to ensure that single bill can be created for task across clients. For example, a single bill can be prepared for a family for all the tasks of clients under that family group. So, each client should be part of some or the other group.
- Like bill, even receipts to be issued to clients are generated at the Group level and not at the client level.
Bulk Import of Client
Linking of other data to Client
Compliance: Compliances are assigned at Client Level.
Custom Data: Custom data such as passwords, other details are stored at client level.
Tag: Tags are stored at Client Level.