Software Reference

Working with the Client List

Table of Contents  > Managing Clients > Working with the Client List

There are many functions you can perform on a client, most of which can be accessed directly from the Client List Tab.

If you wish for a more detailed explanation on any topic, click on the "Learn More" link below the topic.

Edit
Clicking on the Edit link will jump you to the Client Detail Tab where you can edit the client's information.

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Deactivate/Reactivate:
Clicking on the Deactivate link will remove the client from the Client List, and other locations in the EYH System where the client was previously listed.

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Override
Clicking on the Override link will pop open a form where you can assign billing rates by the worker.

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Manage Projects
Clicking on the Manage Projects link will pop open a form where you can create, edit, and delete projects assigned to the client.

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