Clients Overview

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Managing your clients is very easy and intuitive. The place to start is the Client List Page

You access this page via the main menu:

:: Main Menu > Customers > Clients

From this page, you are able to view and do the following:

• (1) Create a new client account
• (2) Edit an existing client account
• (3) Delete a client account
• (4) Filter clients, using a detailed filter panel.
• (5) Search your projects, using the free text search box.
• See the most important summary information about your clients:

• The client’s ID
• The client’s company name
• The main contact/account owner for the client account
• The number of projects the client has
• The total value of invoices raised with the client
• Tags, which are useful for quickly identifying key attributes about your client
• Client category, which is helpful for classifying your clients (e.g. Design Clients, SEO Clients, etc.)