This article explain how to assign a client to one of your business trips.
You may wish to assign a client to one of your business trips. These feature is useful to keep track of your client visits and also allows you to create a specific mileage report for a client should you need to. In order to assign a client to a trip follow these simple steps:
- Navigate to the Trips page and make sure you have the List View selected.
- Go to the Client column and click on the dropdown for your desired trip.
- Click on the client that you would like to assign your trip to.
That's it! You're trip will now be assigned to that client, you can always change this in the future if you make a mistake.