Clients (New

Client Tool with MetriQ Time Tracking Software

Use the Client Administration tool to add, edit and delete clients from the MetriQ database. Each client has a number of fields for name, address, and contact. In addition you can opt to use you Client database for the automatic naming of new Folders or User Folders within MetriQ.

Adding new clients into MetriQ requires the use of the client administration tool. To open, press the Client button or choose Tools > Add Clients from MetriQ's Main Menu.

Buttons:

	Add: Add a new client to MetriQ. Enter the client details and press save to keep the changes.
	Edit: To Edit a record, simply make your changes in the text boxes provided. MetriQ will save your data automatically.
	Delete: Select a client from the client listing. Press the delete button. Note: If a client has one or more folders associated to it, then that client cannot be deleted. IMPORTANT: Deletion cannot be undone.
	Abort: Use the abort button to cancel an add or edit.
	Select By: Select and display clients relative to an alphanumeric search criteria.
	Notes: The notes is a free form text entry.
	Save: Save changes and quit.
	Help: This help document.

Client Data fields: There are numerous data fields used for client. These are divided into 3 tabs: Details, Contact and Notes.

Name	Name
Address:	Street 1 & Street 2, Suburb, City, Zip, State, Country details.
Contact:	Work Phone, Home Phone, Car Mobile, Mobile, Fax, Work Email, Home Email details.
Notes:	Memo field Note pad

Import Clients Text File: MetriQ allows you to import client details from a standard text file, using comma delimiters between each field and a carriage return between each record. To access the import file option, choose File > Import from the menu.

The record takes the form:

<CompanyName>,<Contact>,<Street1>,<Street2>,<City>,
<State>, <Zip>,<Country>,<Phone>,<Fax>,<Email>,
<Website>,

Import Notes:

1	A comma terminates the end of the data line.
2	Name is Mandatory AND Unique - you must have data for this fields and the data must not be duplicated either in the import file or the current client listing.
3	Country should be a recognizable country used within MetriQ.
4	There are no Quotes for each data item.
5	Make sure there are no hidden tabs at the end of each line

An example of the contents of an import file (ImportClient.txt) can be found in the Import Directory where your copy of MetriQ is installed.

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