Clients
Client Overview
Last Updated: October 6, 2026You can easily find and view all of your clients in The Business Assistant.
Client View
Last Updated: September 27, 2026Client View is the workspace you land in when you open a specific client from the Client List or after you save a new client. It’s where you’ll spend most of your day-to-day time working with that client’s quotes, orders, invoices, and more. Every client record has the same eight tabs across the top. Click…
Adding a New Client
Last Updated: October 5, 2026How to add a brand-new client to The Business Assistant.
Client Details
Last Updated: October 8, 2026Client Page Here, you will keep all of the details for your client. You can also easily access all of their transactions — quotes, sales/service orders, invoices, etc. For an overview of Client View, click here. Active/Inactive This dropdown let’s you set a client to inactive. You can then choose to view only active or…
Client People / Contacts
Last Updated: October 5, 2026Keep track of the individual contacts who work for a client.
Client Communications
Last Updated: October 5, 2026Log every call, email, or meeting you have with a client.
Client Items
Last Updated: October 5, 2026See every item a client has ever bought from you, and where it was sold.
Attachments and Pictures
Last Updated: September 27, 2026In many places, such as clients, vendors, invoices, bills, and purchase orders, you will see a link in the left sidebar to add attachments to this record. When you click that link, the Attachments dialog opens. Photos To add a photo, click the “Add new photo” button. You can drag and drop an image file…