Populate your Client List

The majority of WMJ is based on creating a job and enter its data. The first and required fields is the “Customer” field. You can either enter an in-house client or connect your order to another WMJ user.

For entering an In-house client, you need to enter the customer information in several manners.

A. You can enter a new customer through the job card. Click on the Inhouse radio button, then go the Customer drop-down box and click on “Add New Client”. From there, a New Customer pop up box will show and you can populate the information there.

B. You can go to the Client Page and add the information there.

C. In the Client Page, you click on the “Upload Clients from Quickbooks” and import the information from your Quickbooks Online Account.

Last edit on 02/02/2020 by A.G.

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