Home → MediaPlus Advertising → Accessing MediaPlus Advertising → Accessing Client Information

1.2. Accessing Client Information

1.    From the Software menu, select either Classified Advertising | Clients, Display Advertising | Clients, or Accounts Receivable | Clients.

2.    In the Searching field, enter the information that pertains to the client you are attempting to locate.

3.    Under the Criteria heading, select the type of information you are using to locate the client of interest.

4.    Click on the Find button, or strike the <Enter> key.

5.    If your search criteria apply to multiple clients, a window entitled Search Result will appear.  Select the client of interest from the list by double-clicking on the entry.  A window entitled Clients will appear.

6.    The Client | Detail tab will display the customer information, including their balance due.  Currently, the iBuild and iServices tabs are not used.  The Credit tab displays the client’s current credit terms and status, and the Contact tab displays the information that will appear on any statements or invoices.  The Log tab displays changes that have occurred in the client’s information or credit.