Dashboard – Client Media Bookings
Each client’s monthly media bookings totals are shown on the Dashboard …
Client Summary
To view your client list, click the Clients link on the left side task bar. The client summary screen is displayed …
View Client
To view a client’s settings, contact details and account history click the Clients link on the left side task bar …
Add a New Client
To add a new client, click New Client from the top task bar. The Add Client screen is displayed …
Adding a Client Person
To add a new client contact, select the client from the Client screen. The View Client screen is displayed …
Show on Dashboard
You can choose what clients you want show on the Dashboard – Client Media Bookings list …
Show on Order Report
When running agency order report, you can choose what clients you want to show on the report …
Client Invoice Content
When adding an order, we recommend being consistent with data entry to provide clients with easy to read invoices …
