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Client hierarchy and related records

Client records can represent a single organisation or part of a larger client hierarchy.

Use the related-record tabs to manage the client's structure and the work connected to that client.

Parent and sub clients​

The client list can show:

  • Parent Client
  • No. of Sub Clients

On a client record, use the Sub Clients tab to review child clients.

The Sub Clients table can show:

  • Ref No
  • Name
  • Address
  • Suburb
  • State
  • Postcode
  • Country
  • Telephone
  • Status
  • Actions

Some users may also see a tiered client view that displays the hierarchy more clearly.

Parent and sub-client structure can also affect financial setup. If several sites invoice through the same parent process, the sub-client can inherit relevant financial and invoicing values from the parent where configured. If a site has different invoice recipients, invoice name, PO rules, terms or addresses, keep those values on the individual sub-client record instead.

Departments​

Use the Departments tab to manage departments linked to the client.

The Departments table can show:

  • Name
  • Actions

Departments can help organise contacts, vacancies and reporting.

Contacts​

Use the Contacts tab to manage people linked to the client.

The Contacts table can show:

  • Ref No
  • Type
  • Contact Name
  • Job Title
  • Department
  • Clients
  • Phone
  • Email
  • Status
  • Actions

Contacts may be used for booking, finance, compliance, interview or invoice workflows.

Client records include related tabs for:

  • Vacancies
  • Contracts
  • Candidates

Use these tabs to see work connected to the client without leaving the client record.

  • Clients Overview
  • Client Contacts
  • Client Financials
  • Vacancies Overview
  • Contracts Overview