Navigation:  »No topics above this level« Managing Clients and Sites

Clients and Sites hold a lot of important information and can be viewed/amended via the Clients tab. From here there are four main ways to view the data and access to several useful reports.

 

•A. Maintain Clients

•B. Maintain Sites

•C. Maintain Clients Browser Format

•D. Maintain Sites Browser Format

See Creating a Site Update for details of updating Site details using a mobile device.