Consult the general data of your clients

The "Client" section is a key element of the client profile as it displays critical information for recovering outstanding payments.

Information displayed if a single contact per client is provided

• Client name and code, or unique identifier (extId), depending on the chosen configuration.

• Contact:

  • **Email Address**: If missing, a yellow triangle with an exclamation mark will appear next to the client contact.
  • Telephone
  • Postal Address

• SIRET

• Category: The label for the collective account associated with the client profile.

• Client Profile: Used to segment clients and tailor follow-up for different client types.

• Sales Representative: Enables management of each user’s portfolio. If you want to restrict user access to specific clients, include this field in your accounting system and use the sales representative filter in your user management settings.

• Custom Client Fields: If you have set up custom client fields, they can appear here.