Clients

The Client Section serves as your central directory and management hub for all clients associated with the company. This section is designed to give you quick access to contact information and project history, and is divided into two primary areas: the Client Overview page and the Client Details page.

Client Overview Page

The Client Overview page provides a comprehensive list of all the clients your company does business with. This page is optimized for quick lookups and easy management.

For each client listed, you will see key contact details for quick reference:

• Name: The client or company name.
• Phone Number: Direct contact number.
• Email: Primary email address.
• Address: Physical or mailing address.

Searching and Adding Clients

To streamline your workflow, the overview page includes a robust Search function, allowing you to instantly filter the list and find specific clients without having to scroll.

Additionally, if you are bringing on a new customer, you can use the quick-add feature on this page to easily input their information and add them to the company database.

Client Detailed View

For a deeper dive into a specific client's history with your company, you can access the Client Detailed View simply by clicking on the client's name from the overview page.

This page acts as a dedicated profile for the client, providing you with high-level metrics and a complete project history.

Client Metrics & Project History

At the top of the detailed view, you will find a summary of the client's engagement, including:

• Number of Projects: The total historical count of projects undertaken for this client.
• Active Projects: The number of projects currently in progress.

Below the metrics, there is a comprehensive Project List. This section displays all past and present projects associated with the client. It serves as a highly effective filtering tool, allowing users to bypass the main project database and quickly find, review, or navigate to projects specific to that individual client.