About client take-on When you add a client, Senta normally kicks off a couple of onboarding / client take-on Jobs.  These have two purposes:  to gathe...

Short answer: Yes The short answer is yes, you must have an account manager field on one of your client forms. Choosing the account manager lets Senta k...

Sometimes, you'll be dealing with clients who have several business entities that need dealing with separately. For example, you may have a client with...

The Work tab on the client page is where you can find all of your current and previous jobs and tasks for that specific client. The tab is split into two se...

The Contacts tab is available on the Client page and includes fields to add the contact information for your client.  TABLE OF CONTENTS Adding contact...

Once your client is set up in Senta, you can easily return and make further changes across the tabs; this could be changing data in fields or turning servic...