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DEXIOS Information Hub

clients

clients available in the system are managed in the Clients area. Each client can be independently configured and provided with specific properties.

Feld

description

Client ID

Unique ID of the client. It serves as a technical identification in the system.

Client description

Descriptive name or short text to better identify the client.

SAP client

Shows whether the client is linked to an SAP system.

Create a new client
  1. click on the button Einstellungen_Mandanten-erstellen-icon.png to create a new client.

  2. Set a client ID and description

  3. In addition, activate the Visitor Client or SAP Client option. (Opcional)

  4. After entering the required information, the client can be created via “Save”.

More Features
Select multiple entries
  • Using the checkboxes in the first column, you can mark several clients at the same time.

Delete
  • Marked entries can be deleted collectively.

Search
  • The search function allows you to find specific clients.