The Client Master Dataform

Both the workspace and the Client Master are inextricably linked because the Client Master dataform holds important company information. In that regard, it is similar to a ClientSpace Organization record, a Salesforce Account record, or a PrismHR Client Details record.

In this topic, we describe the process leading up to when a Client Master record is created. In related topics, we break down the major components of the Client Master record.

ClientSpace CORE with Sales Module: It All Begins with a Prospect...

If your company uses the ClientSpace Sales module, prospect Category assigned to a potential client in ClientSpace. Prospects generally require the salesperson to collect data about the lead with the goal of generating pricing. information is first entered in an Organization The Organization record is where you store company information about a potential client. The Organization record provides you with a single place to put lead-related tasks and calendar events (such as meeting with your prospect) as well as phone calls, emails, and follow-up activities. The Organization record is where track detailed information about a prospect such as name, address, federal identification number, phone, fax, website, and other company data. Additionally, you can maintain several fields for tracking the prospect's progress through the sales pipeline. record which is then used to create a workspace and Client Master record.

When the workspace is created is up to your company. For instance, you may only want to create a workspace once the contract is signed and the client is being moved to Implementation phase or you may want to create the workspace earlier.

Here are several ways you can initiate the creation of the of the workspace and Client Master:

• You can create a workspace directly from an Organization record by clicking the Create Client link in the Action Center.

• You can create a workspace directly from an Organization record by clicking the New Implementation link in the Action Center. See Creating a Workspace from an Organization.

   

  Note: This feature is used by companies that do not use the ClientSpace Sales module. The sale has been made and it is now time to begin the implementation phase to onboard the client. Clicking the New Implementation link uses the same business logic as clicking the Create Client link except that it does not prompt the user to enter a Client Number and it automatically sets the Org/Contract status on the workspace to "Implementation".

• If you have appropriate access permissions, you can manually add a workspace by clicking Create Workspace on the Workspaces module dashboard. See Creating a Workspace.

ClientSpace CORE Only

If your company only uses our CORE module and does not track prospect details in ClientSpace using the ClientSpace Sales module, you may track prospect, organization and sales information in a third-party application such as Salesforce and use the ClientSpace Salesforce API to import data to ClientSpace which is then used to automatically create the organization record, workspace and Client Master. Or, you may import company information from PrismHR.

If you have appropriate access permissions, you could also opt to manually create a workspace by clicking Create Workspace on the Workspaces module dashboard. See Creating a Workspace.

More About Manual Workspace Creation...

As mentioned in the prior two sections, you can manually create a workspace (although this is a more labor intensive option). Keep in mind that "Manual" does not mean that the workspace is created completely "from scratch". When ClientSpace is set up, at least one workspace settings template is configured to use. (You may only have one that you use as the default template for creating and maintaining all workspaces or you could have more than one.) When you manually create a workspace, you are prompted to pick the workspace settings template that you want to use to create the workspace.

The Client Master Workspace Connection

Regardless of how the workspace is created, the Client Master record is created when the workspace is created. The Client Master record is classified as a single dataform A ClientSpace dataform where there is only ever one per Client Workspace. A Single dataform has a one-to-one relationship with the Workspace. An example of a single form would be the Client Master dataform. (also known as a singleform) because there can only be one Client Master record per workspace.

You can track a client prospect from the RFP phase up until the prospect either becomes a client or the RFP is "killed" in a Workspace A Workspace is a set of dataforms for collecting and storing information, normally about a specific client or business. Workspace dataforms are related to a specific project, and so share a common fkProjectID (foreign key). Workspaces are often created by cloning a Template Workspace, allowing for a consistent look and feel, as well as a consistent set of dataforms..

The Client Master Dataform: An Integral Part of the Workspace Hub

The workspace landing page that displays when you first open a workspace is the main hub for client data. The workspace landing page resides in the Workspaces module of ClientSpace. One of the most important dataforms associated with a workspace is the Client Master record. The Client Master record resides in the Clients module but can be accessed from other locations, including the Workspaces module. For instance, the Client Master record is frequently accessed from the workspace landing page by clicking (Open) at the top of the Client Info widget.

Note: We will provide a more detailed overview of the Client Info widget later in this topic.

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