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Reveal Review Publication

Working with Clients

A Client is a partition within the Company instance where multiple projects may be created and managed and users created and assigned within separate virtual spaces. More than one Client may exist per Reveal Company. 

The Clients tab under Company Admin facilitates creating, managing and deleting clients. This is the same functionality found in the Clients tab under Company. 

The pieces of information required to create a client are (1) Client Name, (2) Client Number, and (3) Client Company, selected from a picklist. Once created, these values cannot be changed. There are fields below for client address and contact information, as well as Client Notes. The screen focus changes to the Clients tab after creating or editing a client.