Clients are setup with a Client Type for enhanced reporting purposes and a Client Group for new client defaults.

The details that can be held for each Client include:

• General
• Name & Details Individual / Name & Details Organisaction
• Profile
• Contacts
• Employment / Personnel
• Identification
• Tax & Banking
• Workflows
• Statistics
• Logs
• Files
• Accounts
• Security
• Transactions
• User Defined
• Web Access
• Audit