How to Manage Clients
Managing your clients is easy. Here are the key actions you can perform:
Viewing Clients
Go to "Clients" in the navigation to see a list of all your clients. Click on any client's name to view their details.
Editing Client Information
To edit a client:
- Click on the client's name to view their details
- Click the "Edit" button
- Update any information you need
- Click "Update Client" to save changes
Deleting a Client
To delete a client:
- Go to the client's detail page
- Click the "Delete" button
- Confirm the deletion
⚠️ Warning:
Deleting a client is permanent and cannot be undone. Make sure you want to delete the client before confirming.
Client Details Page
On a client's detail page, you can see:
- All client contact information
- Associated projects
- Related invoices and proposals
- Options to send Client Portal access
💡 Tip:
Keep client information up to date. Accurate contact information ensures invoices and proposals reach your clients successfully.