Clients - Pioneering Comprehensive Client Relationship Management

Clients Overview

SapphireOne’s Clients Inquiry function is a vital tool for efficiently managing all sales within the SapphireOne application. Once a client is set up in SapphireOne, it becomes the central repository for all transactions associated with that specific client.

For the convenience of users, the Clients Inquiry item has been included in the menus of Accounts, Inventory, and Job Projects modes. It’s worth noting that regardless of the mode from which a Clients Inquiry is accessed, it leads to the same Clients Inquiry function within SapphireOne. Therefore, users can access the Clients Inquiry function from various modes in SapphireOne. The Clients Inquiry function has been documented in the Accounts mode article only, in the knowledge base.

Please refer to the Accounts > Receivables > Clients article for complete documentation.