How do I create Clients?

Clients are an important feature for business owners using Freightalia. Below is a detailed guide that shows you how to add a new Client as well as what kind of information you can also include. All are required fields for a Client, their email address, Name, Surname, Company Name, etc....

• Organization Name - Give your Client an Organization Name. This can be their company name. The Organization Name will appear on every quotation to them.
• Address - Using the little buttons, you can choose a currency and language for your Client
• Email Address - Enter an email address for your Client. This is a required field. 
• First & Last Name - Enter a first and last name for your Client. This name will appear on Quotations under the Organization Name
• Client Login Credentials - This is optional, but you can choose to assign a username and password to your Client. Your Client does not require a username/password to see their invoices from you. Assigning credentials allows them to check up on their records by logging in manually to their “Client View” of your Freightalia account without receiving an email from you
• Secondary Contacts - You can also add multiple contacts associated with one Client organization (for example, a CEO and an accountant). Click the little “Add another Contact” link with a (+) symbol. You can enter a new email address, and first/last name for as many contacts as you wish. When you send Quotations to many contacts for one Client, their own name will appear on the Quotation that they receive
• Tax Name & Number - Depending on your Client’s country, you may see two new fields appear - Tax Name and Tax Number. These are optional, but useful if your Client has their own Tax Name/Number.
• Notes - Enter any special information for your internal records about the Client in the Internal Notes section. They will not be able to see this information.
• Click Save and you’re now ready Quotations to your Client!