The “Client Properties” window is intended for editing information about a specific client.

The upper part of the window displays information about the name, type of client, blocking status of his balance and blocking conditions.

Displayed fields:

Name  – field for recording the client’s name.

Type  – a drop-down list field in which you must select the client type.

Blocked/Active  – client status:

• If the status is “Blocked”, then all client users are prohibited from logging into the system due to the reason “Account is blocked”. 
• If the status is “Active”, then no restrictions are made. By default, the client status is “Active”.

Balance  – displays the value in the form of the amount of money or the number of days. These values ​​mean the amount of money or days that the client has on his balance sheet at the moment. The balance is topped up using the “Top up” button.

If the client has a contract, the balance displays the following data:
- The cash balance displays the balance under the contract or the sum of the contract balances.
- In the day balance, if there is one contract, the number of days until the contract is blocked is displayed.
- If there are two or more contracts, the number of days of blocking of the nearest blocked contract is displayed.

Top up  – a button; when you click on this button, the “Top up balance” window opens.

This window contains the following fields:

- Top up – the field in which the value for replenishing the balance is entered. The value can be either positive for replenishing or negative for withdrawing funds from the balance.

- Description – field for entering a description of the payment in text form.

- “Submit” button – a button to complete the balance replenishment. After clicking, a corresponding line is automatically created in the “Operations” window with the replenishment conditions. 

Allowed balance  is a field that displays a value in the form of the amount of money or the number of days.

When the balance reaches the specified values, the client’s blocking is activated (provided that the grace period is “0”).

Restrictions  – a button that, when clicked, opens the “Restrictions” window.

Read more about restrictions in the article - "Client blocking"

Topped up  – this line displays the date of the last top up.

Blocked  —the date the client was blocked is displayed.
 

The following tabs are located at the bottom of the window:

Information  - displays detailed information about the client used to generate invoices and acts.

Services  – displays a list of client services, their status, limits and price.

Read more in the article: Services

Operations  - this window displays all the necessary information on ongoing operations within the client.

Read more in the article: "Operations" tab

Geocoder and map layers  - window for changing geocoder