My Clients

Before you start

• Sign in to the correct company.
• Confirm your role and company subscription allow this module.
• Complete required master data in connected source modules before starting a transaction.
• Use demo or authorized data while learning.

Workspace map

1. Switch between My Assigned, Open, and Other Assigned clients, alone or together

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. See why each client needs attention: visit due by frequency, follow-up date, balance, or no location

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Filter by field work, customer profile, own visits, and purchases from one floating button

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Match Open and Other Assigned clients only on the rep's exclusive products

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Open a client sheet with health, people, recent visits, orders, and follow-ups

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Plan the visit, call, get directions, start the visit, or open a quotation

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

1. Switch between My Assigned, Open, and Other Assigned clients, alone or together
2. See why each client needs attention: visit due by frequency, follow-up date, balance, or no location
3. Filter by field work, customer profile, own visits, and purchases from one floating button
4. Match Open and Other Assigned clients only on the rep's exclusive products
5. Open a client sheet with health, people, recent visits, orders, and follow-ups
6. Plan the visit, call, get directions, start the visit, or open a quotation

Troubleshooting

• If an action is not visible, check role, permission, record status, and plan entitlement.
• If data is missing, correct the source module and refresh this workspace.
• Read the validation message before retrying; an approval or configuration step may be required.
• Do not bypass protected correction or reversal by creating a duplicate record.