Managing Clients

View and manage farm assets online to see what’s growing where and who you’re selling to, with summary and detail views.

Once farm assets are set up online in your Trimble Ag Software account, including clients, farms and fields, you can view and make certain changes to these records on the mobile app.

Update your list of client names online, to make it easy to group fields and farms on your Trimble Ag Software account. Most precision ag displays require the client name (also known as grower). Clients are not visible on the mobile app.

1. Log in to your account online (learn more)
2. Click on the Farm tab (top menu)
3. Select Farms from the left navigation menu
4. Click on the Clients tab
5. Click Add Client (or click the edit icon  next to the client name)
6. In the pop-up window, enter or edit the Client Name (required)
   
7. Click Save (or Cancel)

Related: Use contracts to save detailed sales agreements, which can also be associated with storage bins and transactions during harvest. Contracts are not tied to your client list. Set up contracts online under the Farm menu, or on the mobile app from the Contracts tile.

When you’re starting to set up your Trimble Ag Software account, you can easily retire clients, farms or fields from your online account, with the option to unretire partial details for these items later. Do this in the early stages of setting up your account as, once items are retired, some important information such as operational data and expenses may not be available if the asset is unretired later.

1. Log in to your account online (learn more)
2. Click on the Farm tab (top menu)
3. Select Farms from the left navigation menu
4. Select any tab for Clients, Farms or Fields
   
5. (Optional) Click the pencil  icon to edit the name of the asset to identify it later as the retired item when viewing on the mobile app; click Save
   
6. Click the checkboxes to select one or more items on the list
7. Click the delete (retire)  icon
   
8. Review the warning and click Retire (or Cancel)
   
9. To view retired (deleted) items, check the option on the top right corner to Show Retired, then select one or more items with an asterisk* and click  Unretire
   
   
10. Review the warning and click Un-retire (or Cancel)
    

Note: Fields deleted with the Manage button on Field Manager Overview may still be visible in the list of fields under the Farm menu, where they can be retired from view.