Adding Clients To A Flat List

Video Tutorial: Add Clients To A Flat List

  

This video will explain how to add clients, with client codes, to a flat list. Create a flat list of your clients (or jobs, depending on your firm's lexicon, in BigTime). Then, keep your list organized by assigning a code to each client. 

You’ll Learn How To:

  • Add a client to a flat list.
  • Create a client code for each client. Plus, you'll find out about the different client code formatting options.

Where to go from here:

Adding clients to a hierarchical list

Creating a new client or project

 

Was This Helpful?