Clients toolbar
![Clients toolbar](drex_ClientToolbar_screen.png)
![]() Click Client Details to open the Client Details record when an appointment is selected
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![]() Click Find Client to search for a Client, from here you can View Appointments including invoiced and cancelled details, Send an SMS, Attach Documents or Emails to the Client Record
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![]() Click New Client to add a new Client into your database.
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![]() Attach a Document to the Client Record, for example a letter created outside of Bp Allied or a document sent in by the client.
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![]() Attach an Email to the Client Record. Emails need to be downloaded from a web client into Outlook or something similar. Emails viewed only in a web client can not be saved to the client record.
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![]() Record details of a Telephone Conversation as well as time the phone call.
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