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Client Data v1.0
Client Data v1.0
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Client Data v1.0
Client Data v1.0
Robert Brake
2025-06-12T00:10:56-04:00
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IT Consultant Client Manager
🗂️ Onboarding
⚙️ Maintenance
🖥️ Infrastructure
Client Information
Client Name
Locations & Firewalls
+ Add Location
Key Personnel
+ Add Person
Business Hours
+ Add Business Hours Range
Server Data
+ Add Server
Registrar Data
+ Add Registrar
Vendors, SAS & Hosting
+ Add Vendor
Remote Access
+ Add Remote Access User
Hardware
+ Add Hardware
Load from Excel (.xlsx)
Save to PC as XLSX
Page load link
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