The primary purpose of this module is to provide a quick snapshot of all clients and client-related data for either an identified staff person or for the entire organization. Once the clients have been entered, you can search for individual clients using the search tool at the bottom of the screen. Clients must be entered into the system before entering time, processing transactions, and producing bills.
Before You Start
The recommended browser while working with Procentive is Google Chrome. While other browsers may work, Google Chrome is considered when designing and developing, and it is used when testing Procentive. Any screen captures or references to settings within this section are made using Google Chrome.