Conduct a Client Inquiry from the Sapphire Web Pack

In this section, we will guide you through the process of managing Client Inquiries within SapphireOne Web Pack. Understanding how to efficiently handle Client Inquiries is crucial for maintaining accurate client records and ensuring seamless communication within your organisation. The steps are as follows:

Creating a New Client Record

1. Navigate to Web Pack > Inquiry > Client Inquiry. SapphireOne will display a list of clients with master records.
2. Click the New button. An alert will prompt you to enter a new Client ID and the Name of the Client.
3. After entering these details, press Tab to proceed to the Client data entry page.

Modifying an Existing Client Record

1. Navigate to Web Pack > Inquiry > Client Inquiry. SapphireOne will display a list of clients with master records.
2. Select a client from the list.
3. Click the Modify button to edit the client details.
4. Fill out the general details about the client.
5. Ensure both Postal and Physical Addresses are entered correctly. These fields are hyperlinked to Google Maps for location verification.
6. Add any relevant notes at the bottom of the window.
7. Review the client’s balance details, including 30 to 90-day balances and current balances.
8. View the client’s transactions, including invoices, receipts, and credits.
9. View and modify contact details for the selected client.
10. Add notes to contacts as necessary.
11. Click the Save button to save your changes.
12. Click the Cancel button to discard changes and return to the client inquiry screen.

For more detailed information, refer to the Web Pack > Inquiry > Client Inquiry article.