Clients Page

Overview

The Clients tab on the left-hand navigation bar is available to help keep track of all of your customers. Each time a customer is entered into your account, a Client Profile is created. A profile provides all Moves or Storage Projects related to that specific Client in one easy-to-see view.

Note: If a Client is entered with an existing Name, Email, or Phone Number, but one of those characteristics does not match the existing profile, a new profile will be created

Creating & Adding to Clients

1. Clients can be created in one of two ways:

Option 1: Creation from Clients tab

Option 2: Creating from entering a Move

2. Once a Client Profile is created, users can create additional Projects for the client right from their profile:

Important: It is not possible to merge or delete a Client Profile after creation

Navigating to the Clients Tab

Locate the Tab

1. Click on Clients on the left-hand navigation bar

2. This will take you to the Clients Tab

Searching & Filtering

1. You can use the bar on top to search for a specific client 

2. You can also use the Filter function to help locate results

Adding a New Client

1. From the Client's tab, click on + New Client 

2. A popup opens up for you to fill in the client's information. Click on Save once you're done!

Editing a Client

1. Once you've found the client in question, click on the pencil icon to edit the client information. Once you're done, click on Save