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

1. Navigate to the 3PM Construction Web Portal and login
   
2. On the left-hand main menu, select Contacts> Client
3. Otherwise Search the Client name or the NZBN Number then click on Add Client or click on the  + sign to add a new Client
   
4. Enter the Account Number, Client Name, NZBN (NZ Business Number), Email Address, Phone Number, and Address
   
5. Choose the Type of client from the dropdown list. Click here to find out how to create a Contact Type
   
6. Enter the Bank Account Number and Bank Account Name under the Financial Information
   
7. Select the Default Activity from the dropdown list. Click here to find out How to create Activities
   
8. Enter the GST Number 
   
9. Click on the + Add New button to enter the Financial Contact person's full name, Email Address, Phone number, and Role/ Position of the person. 
   
10. Click on + Add New button to enter the client's Site Names, Address, Site Contact and Induction Health and Safety Checklist. Site Number populates automatically from the Site Prefix setting under Project Settings Page
    
11. You can add a new Site Contact by clicking the + Add New Contact button, which will open a window for you to fill out the details.
    
12. Submit to Save it
    
    

    
    

    Induction Health and Safety Checklist area is related to the Site Specific Induction form under HSQE> Site Specific Inductions.  You may require to add the Site Specific Induction checklist items under Induction Health and Safety Checklists
    
    
    

• Related Articles

• 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 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 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 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 Create Project Site

  Follow the steps below to Create a Project Site A project site is a physical location where the project work is being carried out. It is the place where the project team, plants, and materials are located and where the project activities are ...