Client Module Updates For InBizness 2.7

In the InBizness 2.7 update, we added a number of smaller enhancements within the Clients module to link even better with other InBizness modules.


LINKING TO AN EXISTING CONTACT
A contact may be involved with many clients vendors and even leads. With InBizness 2.7, we added the ability to link an existing contact record to the currently viewed client record.


Clicking the Add Existing Contact button will bring up a dialog listing of current InBizness contacts. From the list, click an Add button and that contact will be linked to the original client records.




CLIENT TIMECARDS BY A DATE RANGE
We already had a tab that allowed you to see the timecard records associated with a client record. In the InBizness 2.7 update, added a new tab & portal that allows you to see the client timecard records between a start and end date range.