Client list

☰ → CRM → Clients

From the client list you can not only add and edit clients but also create records in other modules – a task, an engagement, a process, etc.

Clients can be organized into hierarchical groups. Show the groups with the button.

Add a client

Click . The fields are described in “New client” dialog.

Client actions

Right-click the client name or click in front of the name to open the actions menu.

• Details – opens the client file. Left-clicking the client name does the same.
• Edit – edit the client's data.
• Other languages – enter the texts of the record in other languages. Used in some modules, for example Invoices, to show them in the language chosen by the user.
• Files – attach main files related to the client.
• History – notes about the client. The system records when and by whom each note was left.
• New task, New event, New process, New engagement, New invoice – create a record in the respective module directly for the client.

Bulk actions: new process for several clients

1. Select the checkboxes in front of the client names.
2. Click the blue Selected (x) button, where x is the number of selected clients.
3. Select New process.

Processes are selected from the process library. Only the processes set up to be visible from the Clients module are shown here. You can change this setting if needed – see Process details.

See also Starting processes.