The View History function allows you to see account data over time. This data can be displayed in table form or in a variety of graph designs. You can include the graphs in documentation you create. This function also provides summary data for each reporting period. From this data, you can drill-down on desired data to view the associated source documents.

A Client is a person or company who buys Products (or services) from you or your company.

Note: The Sales Master screen contains much of the same information as the Client screen plus same-screen access to a variety of related information such as Tasks, Sales Orders and Correspondence. Generally, the Clients screen is used by administrative staff and the Sales Master is used by sales staff. Records added via the Clients screen will have a Sales Master record created automatically, and vice versa. Also, changes made in one record will immediately update the other.