Managing Clients

This help article will walk you through how to get to your Client List, add new clients, and edit existing ones.

Quick Summary of Step-by-Step Guide:

1. Access Clients
2. Adding a New Client
3. Editing Client Information
4. Entering Client Contacts
5. Cloning a Client
6. Deactivating or Deleting Clients
7. Generating a Client Statement

In-Depth Step-by-Step Guide:

1. Accessing Client

   To access your client list click on the Mega Menu (the nine dots), then the Clients sub-tab. 
   
   
   
   

2. Adding a New Client
   

   You can add new clients by clicking on the green + New Clients button, located on the top left side of the page.  This will open a dialog box where you can enter the client's information, along with one client contact.  Step 3 will explain the process for adding more client contacts.
   
   

   
   
   
   
   

   Note: You may be wondering why there is a box for Enter Client Name and a box for Enter Company Name. The Client Name is used internally and, therefore, can be used to assign a unique name that will help your team to identify who each client is.  The Company Name is the official name that will appear on all external documents, like invoices. 
   
   

3. Entering Client Contacts
   

   You can enter the first Client Contact at the bottom of the Add New Client dialog box.  If the client has more than one contact, simply click the blue Save & Add More Contact at the bottom of the dialog box to add more contacts.
   
   
   
   

4. Editing Client Information

   You can quickly edit basic client information by clicking on the 3 dots located on the right side of the project name and choosing Edit from the menu.  After making the needed changes be sure to click Save.
   
   
   

5. Cloning a Client
   

   You can use the Clone option if you need to duplicate one of your client's information.  This is a helpful tool that can save you a lot of time.  Simply find the client you would like to clone and click the same three dots as shown in the last image, then choose Clone.
   
   

   
   
   

6. Deactivating or Deleting Clients
   

   A client can be deleted as long as the client has not been associated with a project.  Otherwise, it is best to deactivate the client. You can deactivate one or more clients to hide them from your active client view by clicking the 3 dot icon at the right of the table and choosing the Deactivate option. You can also deactivate more than one client at a time by clicking the checkbox to the left of each client name from the client's list and then selecting Deactivate from the actions menu at the top of the table.
   
   
   
   

   You can identify clients that have been deactivated by checking for the ‘Inactive’ label just below the client name.
   
   
   
   

7. Generating a Client Statement

   You can generate a Client Statement by clicking on the same three dots at the right side of each vendor row, and selecting Statement from the menu.  For more information on Client Statements, see our help article: Client Statements.