Efficiently managing client information is an important piece of your workflow within the platform. In this guide, we'll walk through the steps of adding, editing, and deleting client information as necessary.
Adding a client:
To add a client, navigate to Client Management > Clients in your account.
Select 'New Client':
Here you can add in the client's Company Name, Contact Name, Email Address and any relevant tags:
Once complete, select 'Add Client' and they will be added to your client list.
Within the client file you've created, you'll be able to record:
The client's default email address and secondary email address(es)
Additional Information (such as Company Title, Phone Number, Website, etc.)
Addresses (Company Address, Shipping Address, etc.)
Forms
Invoices
Notes
Lastly, the Projects that you've created with your client
Editing a client's information:
To edit a client's information, navigate to Client Management > Clients in your account.
From here, select the client file you'd like to review or update.
To Edit sections of their client file, select the 'Edit' button in green text:
Changing your client's default email address:
To update your client email address on file, navigate to Clients > click into the client file you'd like to update and select 'Add New Contact' under their current email address:
Once you have successfully added a new email address, select the 3 dots in the righthand corner next to the new email address and click 'Set As Default Contact':
This will ensure that the new email address is the primary email address moving forward.
If you would like to delete the old email address after completing the steps above, you can select the 3 dots next to the old email address and select 'Delete Contact'.
Adding, editing and deleting client addresses:
Every client file includes an 'Addresses' section, where you can conveniently store important client addresses (e.g. Company Address, Shipping Address, etc).
To add a new client address, select 'Add Address'.
From here, the 'Address' modal window will appear, allowing you to input the new client address. In the 'Label' field, you can specify the type of address (e.g., Company Address):
You can follow these steps above to add as many client addresses as needed.
Once you have done so, each client address will be listed under this section of their client file:
To edit a client address, select the 'Edit' button in green text. This will have the 'Address' modal window pop up. Here you can modify any part of the address:
In the event you wish to delete an address, you can select 'Delete Address' in the modal above.
Adding custom fields to your client files:
This functionality enables you to customize the information fields within client files to suit your business requirements. Any newly added fields will be consistently applied across all client files.
To create a custom field, select 'Add New Field':
Here you can add the custom field. Once you're ready to have this applied, select 'Done':
Once you have done so, this will appear under the 'Additional Info' section of your client files:
