Create a Client Record
Video Transcript
In this video I will show you how to manually create a
client record within CleanTelligent.
Hover over the
Clients tab to bring up the option to create a
New Client. You can also
click the tab and press the
New Client button above the results list. As always, required fields are flagged. Enter the
name of the company that you will be servicing — in this case,
RDJ Stark Hospital. You can then add information to the record, such as the client
Email Address,
Website and
Address.
You will notice a red flag next to the
SP Division. This is where you decide where it is going on the
SP Org. Chart. In our company, only the administrator needs access to the client records, so we can assign it to the
Admin division in the SP Org. Chart.
Click
Save to see the new Client record. At any time, you can find this record in the list of clients by clicking the
Clients tab.
What is a Client Record?
Client Records hold information about your customers.
Service Location records and
Contact records reside within a
Client record. Several locations and contacts can belong to one Client. For example, a Client would be a grocery store chain where you service three locations in the area, then each store is set up under different Service Location records.
How to Create a Client Record
Start by
hovering over the
Client Tab and click
New Client. You can also
click the
Client tab and click
New Client above the search results list.
On the
New Client page, required fields are flagged with a red tag. The
Client Name,
Phone Country, and
SP Division are each required, but additional information like the
phone number,
email address,
website,
address, and
notes can also be entered here.
Remember to double check the
SP Organization Chart to know ahead of time where you’ll be placing this record. If a new division is required, it will need to be setup before creating the Client Record. For more information on the SP. Org. Chart, see our article
Build a Basic SP Organization Chart in the Knowledge Base.
Above the
Notes box are two checked items:
View Downline Contacts in Client Record and
View Upline Contacts in Service Location Records.
These options refer to
Contact visibility within the
Client Record and
Location Records. If both boxes are left checked, all contacts entered for this client will be visible when viewing the Client Record and Contacts with positions placing them upline and within a division for a selected location on a Service Location Record. If both boxes are unchecked, the contacts will only be visible on the records where they have been specifically assigned. Unless there are specific reasons to prevent contacts from being visible on the Client Record, these boxes can both be left checked.
Other information that can be setup while creating the Client Record is the defaults for inspections (if used in your system).
You can select
Average Method – Percentage,
Average Method – Number, or keep the default selection of
Use Service Provider Level Default. Changing the selection will change whether the scores will be displayed as numbers or a percent. For consistency, most often, you'll leave this option as the default.
The option for
Number of Decimals to Display refers to how many numbers to display to the right of the decimal in the inspection score. This can only be adjusted by an admin user through the
SP Info edit menu.
After entering all information needed, click
Save. You’ll be taken to the newly created Client Record and you can add Service Location Records and Contacts.
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