I don't call my customers "clients" - can I change this?
WriteUpp can be used by anyone who wants to:
Maintain a diary of billable activity
Write Notes
Complete Forms
Create Tasks
Attach Files
Raise Invoices
Inevitably this means that different industries refer to their clients in different ways. Certain healthcare professionals may wish to refer to them as Patients, whilst others may wish to refer to them as Clients or Customers.
To customise how you refer to your clients:
Go to Settings -> General
Scroll to the section "What do you call your customers?"
Specify the terminology that you would like to use
Click Save
Once you have made this change all references to Client, Clients and Client's will be substituted for the text you entered into these fields.
Maintain a diary of billable activity
Write Notes
Complete Forms
Create Tasks
Attach Files
Raise Invoices
Inevitably this means that different industries refer to their clients in different ways. Certain healthcare professionals may wish to refer to them as Patients, whilst others may wish to refer to them as Clients or Customers.
To customise how you refer to your clients:
Go to Settings -> General
Scroll to the section "What do you call your customers?"
Specify the terminology that you would like to use
Click Save
Once you have made this change all references to Client, Clients and Client's will be substituted for the text you entered into these fields.
Updated on: 13/03/2023
Thank you!