Managing Clients

To get to the Client screen from anywhere in HomeBase 2, go to the spine at the left side of your screen and click on Clients. The spine provides an easy way to navigate between screens, and is visible whenever you are using HomeBase 2. You can also get to the Clients screen by going to the View menu at the upper left corner of your screen, and selecting Clients.

From the Clients Screen, you can...

Add a Client

Delete a Client

Find a Client

Edit Client Information

Print detailed information about a Client

Add a Want for a Client

Edit a Want for a Client

View all Wants for a particular Client

View detailed information about a Client

Invoice a Client/Add a Client name to an Invoice

View all Invoices for a particular Client

View a List of all Clients

Print a List of all Clients