The Clients functionality in SapphireOne enables you to manage all client-related information associated with your Job Projects. Within SapphireOne’s documentation, these Client files are commonly referred to as the Client Master Record or Client Master File.
This guide outlines how to add and manage clients within your Job Projects. Follow the steps below:
- Navigation – Go to Job Projects > Job Projects > Inquiry and then select the Client item. SapphireOne will display a list screen showing all Clients already set up in the system.
- New Client – Click the New icon on the main toolbar to create a new Client.
- New Client Screen – A blank data entry form will appear, ready for input.
- ID – Enter the ID as required. Your company should have predefined ID conventions across all areas of SapphireOne.
- Name – Enter the Client’s name.
- Data Entry – Complete the remaining required fields with relevant details
- Project ID – Since this Client is being created from within the Job Projects module, linking it to a Job/Project is likely essential. This field supports wildcard searching.
- Saving – Click the green tick on the main toolbar to save the new Client. It will now appear in the list of existing Clients.
- Checking – Reopen the new Client record to verify that it has been saved correctly.
- Modifying Existing Client – Highlight the required Client in the list.
- Modifying – Click the Modify button. The selected Client record will open for editing.
- Data Entry – Make the necessary changes.
- Saving Changes – Click the green tick to save the modifications. The updated Client will remain in the list.
- Checking – Reopen the Client record to verify that the changes have been saved correctly.
For more detailed instructions, please refer to the Job Projects > Job Projects > Clients article.