Client Information: The Client Quick Menu

Access the 'Client Log', see signed 'Proposals', and more with the 'Client Quick Menu'!

Accessing the 'Client Log' or viewing a record of each time the Proposal has been signed for an event is easy with the 'Client Quick Menu.' At the top of each page within an event, you will see the client's name and event date at the top. Clicking on this will show the 'Client Quick Menu'!

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On the resulting menu, you can see the client's phone number and email address under the 'Contact Info' section and the event name and date under the 'Event Info' section. Next to each section is the option to edit. By choosing 'Edit' next to the 'Contact Info,' you will be taken into the client record, where you can make notes, edit the client's personal information, or add an additional event.

💡Check out more about the client log here!

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By clicking 'Edit' next to the 'Event Info' section, you will be taken directly to the 'Details' page of the event. From there, you can make any adjustments to the event info!

💡Check out more about the 'Details' page here!

At the bottom of the 'Client Quick Menu' is an option to 'View Documents' for the event. On the resulting screen, you will see a record of each time the proposal was signed, as well as a list of each saved version. Clicking the 'Edit' button next to 'Proposal Versions' will take you directly to the 'Proposal' page of the event!

Screen Shot 2020-10-30 at 10.43.48 AMLast but not least, at the bottom of the menu, you can 'View All Documents', which will take you straight to the 'Documents' page of the event. This is a great way to navigate the event from any event page.