How to create Client Spreadsheet

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
  1. Navigate to the 3PM Construction Web Portal and login
  2. On the left-hand main menu, select Contacts> Contact Settings
  3. Click on the Client Spreadsheet 
  4. The Client Spreadsheet can be used to keep track of all your client details and store information.  
  5. You can click on the + sign to add a new Client Details
  6. Enter the Account Number, Client Name, NZBN (NZ Business Number), Email Address, Phone Number, and Address
  7. Choose the Type of client from the dropdown list. Click here to find out how to create a Contact Type
  8. Enter the Bank Account Number and Bank Account Name under the Financial Information
  9. Select the Default Activity from the dropdown list. 
  10. Enter the GST Number 
  11. Click on + Add New button to enter the Financial Contact person's full name, Email Address, Phone number, and Role/ Position of the person. 
    Note: You can enter several contact names. The check mark to the left of the contact Name indicates that this person is the main point of contact for sending invoices and bills.  Click here to find How to add User Roles

  12.  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
  13. 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.
    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
  14. Submit to save the client details

    Note: When XERO Integration is enabled then information is controlled by XERO. When you create this Client manually, the information will be updated to XERO once submitted  and then Locked and you will have to update it from the XERO account.
     



 

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