Setting up clients
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
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
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...
Wed, 20 Oct, 2021 at 4:37 PM
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
The Contacts tab is available on the Client page and includes fields to add the contact information for your client. TABLE OF CONTENTS Add contacts ...
Wed, 20 Oct, 2021 at 4:59 PM
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