About receivable clients

Use the 3-6 Receivable Clients window to store information about past, current, and future clients as well as manage the sales process and track client related issues. To help manage sales, you can keep track of referrals, appointments, and call back dates. You can even keep track of when you last mailed a brochure to a client. In addition, you can set up customized lists to provide information about the lead source, region, company size, and to which mailing list they have been assigned.

Using information from the client database, you can create all kinds of client-related documents and reports. For example, the Greeting text box, in which you can enter a personalized greeting such as the owner’s nickname, provides a way to personalize documents. When creating the form design, you can insert a field representing the information in the Greeting text box. Then when you print the document, Sage 100 Contractor replaces the field with the information from the Greeting text box.