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Sales

How to search for a client in MagManager

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Steps to search for a client Quick Search Client screen search

Steps to search for a client

Quick Search

Step 1 - Locate the Client Search box top-right of the navigation bar.

Step 2 - Start typing the client name.

Step 3 - Click the client name to open the client record. Those in pink are clients with existing bookings, those in purple are prospects.

Client screen search

Step 1 - Select Clients on the top navigation bar.

Step 1 - Select the tab you wish to search eg All, Active, Inactive or Prospects.

Step 2 - Locate the Search box, to the right of the screen.

Step 3 - Type the search term into the box, to refine the client search. You can search for company name, address,contact name, phone number and email address.

Step 4 - Click the client name to open the client record in the same browser window or click the Tab icon to open the client record in a new browser tab.

Overview of clients screen How to add a new client in MagManager How to update a client record & overview of the client details tab How to search for a client in MagManager How to add an advert booking in MagManager How to add a content booking in MagManager How to add a miscellaneous booking in MagManager How to add a purchase order number How to add a discount to a booking How to cancel a booking How to send or print a booking confirmation How to update a booking that has not been invoiced How to update a booking that has been invoiced How to cancel a paid or part booking using the void button How to make a provisional booking Overview of the client timeline tab How to add a note on the client record How to add actions How to add a post-it note to the client record How to add marketing consent How to add additional client contacts How to create customs tabs How to add website and social media links How to update client details for the web directory How To Add Outlook Calendar Events To Your Actions Calendar How to create a proposal from a provisional booking Gamification on Sales Complimentary Copies and Voucher Copies How clients are categorised - all, active, prospects & inactive Overview of bookings screen Overview of sales screen