Client Contacts Search

Abtrac client contacts search screen is the first point of call to quickly look up details about any client, contact, or person.

Once logged in you can click the following link to see the page, or go to Clients, Contacts & Jobs then Search People.

Use this screen as your contact management or phone book and search most fields related to a client person.

Search People Resonsive Screen

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Invoice Addresses

Abtrac addresses can be as simple or as flexible as required. Here’s how to ensure you have the right address details in the right location for your billing requirements.

Addresses can be stored at the Client, Project and Invoice level. There’s a bit of a hierarchy as to which address is shown on your invoice, it works out like this:

Abtrac Billing Address Relationships and Process

Abtrac Billing Address Relationships and Process

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