Clients

You can add and modify clients, but you cannot delete them.

Note: To add a client to a client group, use Latitude Console. For more information, see Customer Groups in the Latitude Console documentation. Clients are still referred to as "customers" in Latitude Console.

Related Topics

Add a Client

Maintain General Client Information

Maintain Client Account Information

Maintain Client Fees

Maintain Client Invoice Settings

Maintain Client Guidelines

Custom Data

Client Interest

Account Codes

Classes of Business