Client Management

Manage client information and relationships. Add, edit, and organize client data for use in projects.

Overview

Client Management allows you to maintain a database of clients and customers. This information is used when creating projects and helps you track client relationships.

Page Features

Client List

• View all clients in the system
• Shows client information:
  • Company name
  • Contact person
  • Email address
  • Phone number
  • Address
  • Associated projects count

Search and Filters

• Search Bar - Search clients by name, company, or contact
• Status Filter - Filter by active/inactive status
• Project Filter - Filter by associated projects

Actions Available

Client Actions

• Add Client - Create new client record
• Edit Client - Modify client information
• View Client - See full client details
• View Projects - See all projects for this client
• Deactivate Client - Mark client as inactive
• Delete Client - Remove client (if no projects linked)

Client Information Fields

• Company Name - Client company name (required)
• Contact Person - Primary contact name
• Email - Contact email address
• Phone - Contact phone number
• Address - Company address
• Website - Company website (optional)
• Notes - Additional information

Common Tasks

Adding a New Client

1. Navigate to Projects → Client Management
2. Click Add Client button
3. Fill in client information:
   • Company name (required)
   • Contact person
   • Email and phone
   • Address
   • Any additional notes
4. Click Save

Editing Client Information

1. Find the client in the list
2. Click Edit button
3. Modify the information
4. Save changes

Viewing Client Projects

1. Open client details
2. Click View Projects tab
3. See all projects associated with this client

Linking Client to Project

1. When creating or editing a project
2. Select client from the dropdown
3. Client will be linked to the project

Tips and Best Practices

• Complete Information - Fill in all available client details
• Regular Updates - Keep client information current
• Organize Contacts - Maintain accurate contact information
• Link Projects - Associate projects with correct clients
• Use Notes - Add important information in notes field

Related Pages

• Project Dashboard - Overview of projects
• Creating a Project - Link clients when creating projects
• Project Details - View client information on project page

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💡 Note: Clients must be added before they can be selected when creating projects. Contact your administrator if you need to add clients.