Client Management
On Trade Trak, you can easily manage the clients that are listed on your account.
Accessing Client Management
To access the client management page, click on your icon or name in the top right corner of the Trade Trak navigation bar. From the drop-down menu, select ‘People’ and then select 'Clients'.
Clients
On this page, you’re able to view, edit, create and delete clients.
Editing and deleting can be done by pressing the ‘...’ button on the right hand side of the client line.
If your company has a large number of clients, you can narrow the results by entering keywords into the search bar.
Also, if your company has a lot of overseas clients, you can filter the results by country.
Create a Client
To add a new client to your account, click the ‘Create’ button.
At the top right of the creation page, you will notice a button that can be toggled from Business to Individual. You will have to fill out different details depending on what you choose to toggle the button to.
Mandatory fields are marked with an asterisk.
Business
1) Business Name *
Enter the name of the client’s business name.
2) Address
You are asked to enter information regarding the address, suburb and postcode.
3) Country *
Select from a drop-down menu the country of the client.
4) State
Select the address’s state from a drop-down menu.
5) ABN
Enter the ABN of the client's business if it is an Australian business.
6) BPAY CRN
This field will be automatically generated for you every time you create a new client.
7) Phone Number
Add a phone number to contact the client on.
8) Fax Number
Add a fax number to contact the client on.
9) Email
Add an email to contact the client on.
10) First Name *
Add the first name of the client’s primary contact.
11) Last Name
Add the last name of the primary contact.
12) Email
Add an email for the primary contact here.
13) Phone Number
Add a phone number for the primary contact.
14) Office Phone Number
If the client has an office, you can add the phone number for it in this field.
15) Fax Number
Add a fax number for the primary contact here.
Individual
1) First Name *
Add the client’s first name.
2) Last Name
Add a surname for the client.
3) Address
You are asked to enter information regarding the address, suburb and postcode.
4) Country *
Select from a drop-down menu the country of the client.
5) State
Select the address’s state from a drop-down menu.
6) ABN
Enter the ABN of the client.
7) BPAY CRN
This field will be automatically generated for you every time you create a new client.
8) Phone Number
Add a phone number to contact the client on.
9) Fax Number
Add a fax number to contact the client on.
10) Email
Add an email to contact the client on.
Create
Once you have entered all the necessary fields for the client, press ‘Save’.