Star Rating

By clicking on Preferences/Settings followed by Clients and selecting Star Rating you can set up a list of Star Ratings. This feature may be very  useful if you want to see, for example, your good clients as opposed to your average or bad clients.  

An example of how to use the Star Rating could be to use their payment record with you.  Perhaps 4 stars if they pay promptly and 1 star if you are always having to send out reminders or statements.

This feature can be used for whatever you want that is relevant for your business.

Once these have been set up they will be available for selection in the drop down box on the client records.

Below is an example of a Star Rating  that has been entered on the client record:-