Setting up clients

Choosing how to add your clients to Senta
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...
Fri, 27 Apr, 2018 at 3:44 PM
Do my clients need to have an account manager?
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...
Tue, 10 Apr, 2018 at 10:42 AM
How do I set up automatic numbering for client references/IDs?
The auto-numbering feature allows you to easily set up and assign client reference number to any of your existing and newly added clients. Setting up cl...
Tue, 31 Mar, 2020 at 4:23 PM
Navigating the Work tab on the client page
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...
Wed, 10 Mar, 2021 at 9:48 AM
Contacts tab
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...
Thu, 21 Jan, 2021 at 4:06 PM
Editing fields on the client page
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...
Thu, 25 Feb, 2021 at 3:36 PM