Create, Edit & Delete Client Accounts

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Fasta CRM allows you to easily manage your clients/customers. You are able to create new client accounts, which will have their own access to a client dashboard.

Create A Client Account

You can create a new client account by clicking on the Quick Add icon or by clicking on the action_column.

1. Required/Mandatory information
   • Company name
   • If your client does not have a Company, you can use their name as a “company” name.
   • First name
   • Last name
   • Email address
2. Optional information
   • Billing address
   • Shipping address
   • Other Details
     • Tags – Tags can be used for a variety of reasons, such as identifying unique aspects of your clients.

Editing A Client Account

To edit your client account, click on the Edit Client Icon, as shown in the image below:

Deleting A Client Account

To edit your client account, click on the Delete Client Icon, as shown in the image below:

When you delete a client, all the items/resources linked to that client will also be deleted. The list below highlights some of the items that will be deleted.

• Projects
• Client Users
• Invoices
• Tasks
• Files
• Payments
• etc etc