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How to add additional client detail

We have already seen all the options and functionality we have on the ‘Client Detail’ screen, but let’s take a more in-depth look at all the additional client detail we can capture and view on ‘Client Detail’ screen on Exergy… […]

By |January 19th, 2015|Add client detail, Client detail|

The Client Detail screen

As probably 101 things can be done on the ‘Client Detail’ screen, all the options and tools on the toolbar may be overwhelming. Let’s take a more in-depth look at what we can do and how to work with the ‘Client Detail’ screen on Exergy… […]

By |January 19th, 2015|Client detail|