Setting up clients

How to set up your clients so you never miss a deadline and keep their business.

Types of client
What types of client are supported by Onkho? It's very important that when you create a Client, that you choose the right type. That's because...
Thu, 22 Feb, 2018 at 11:10 AM
What's in a name?
Legal Name vs Trading Name vs Display As When you add a Client (or Contact) you will come across different types of names. Let's explore what they ...
Thu, 22 Feb, 2018 at 11:28 AM
Add a client
How do I add a Client? Learn how to add a client by watching is video. Topics covered include: The difference between legal name, trading name a...
Thu, 22 Feb, 2018 at 12:01 PM
Add a client from Companies House
How do I add a Client using Companies House? Learn how to add a client using Companies House by watching is video. Topics covered include: Fi...
Thu, 22 Feb, 2018 at 12:02 PM
Add a Service to a Client
How do I add an existing service to a client? Before a service can be assigned to a client, it must first be added to your service catalogue. This catal...
Tue, 20 Mar, 2018 at 3:38 PM
Editing The Client Page
Editing the Client Page 1.  Client Page 2.  Click on ••• 3.  Edit Jobs Management Client Manager: Select who will manage this client (no one, tea...
Tue, 13 Nov, 2018 at 1:59 PM