Retentions
How to Search clients
This article will help you to Search for a client Please follow the below steps to Search for a client Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Client Click on the Search button Click on any ...
How to Export the Client list
This article will help you to export the client list Please follow the below steps to export the client list Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts-> Client Click on the Menu bar and select ...
How to Import Client List
This article will help you to import a client list Please follow the below steps to import a client list Navigate to the Web Portal and login On the left-hand main menu, select Contacts->Suppliers Click on the button Click on Import Data Choose Excel ...
How to Edit a Client
Please follow the below steps to Edit a Client Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts-> Client Select the client details you want to edit then click on the Edit button Otherwise, you can ...
How to Archive a Client
This article will help you to Archive a Client Please follow the below steps to Archive a Client Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts-> Clients Click on the radio box of the client you want ...
How to create a Client
It's important to note that if the Xero Integration is enabled under Company Settings, the Clients list will be automatically updated from Xero Please follow the below steps to create a new Client Navigate to the 3PM Construction Web Portal and login ...
How to create Client Spreadsheet
This article will help you to set up the Client Spreadsheet Please follow the below steps to set up the new Client Details Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Contact Settings Click on ...
How to setup Contact Settings
This article will help you to set up the Contact Settings Please follow the below steps to set up the Contact Settings Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Contact Settings Supplier ...