Clients
Guide for navigating the Clients tab
By Aubrey and 1 other2 authors19 articles
- Customizing the profile overview layoutRearrange the widgets on a contact's Overview tab and add Recent Notes, Outstanding Balance and other widgets.
- Giving a client access to the app (creating their login)Turn on the App Access action column, create a login for a contact and send them their credentials.
- Billing address, photo gallery and punch ID on a contactKeep a separate billing address, store dated photos, and generate a punch ID barcode for check-ins.
- Custom fields and credits on a contact profileAdd your own fields to a contact type, fill them in, and give a contact credits with an expiry date.
- Tracking leads through a pipeline: stages, cards and moving contactsCreate a pipeline with stages from the Pipeline View, add contacts to stages and move them by dragging.
- Updating tags, lead sources or contact type for many contacts at once (Mass move)Select several contacts and apply tags, lead sources or a new contact type in one step with Bulk actions.
- Exporting contacts to a CSV fileDownload your client, lead, relationship or vendor list as a CSV with optional status and advanced filters.
- Importing contacts from a CSV fileUpload a spreadsheet of contacts, match its columns to contact fields, review and create the records.
- Managing tags and lead sourcesCreate, rename and colour tags from the gear next to the Tag field, and manage lead sources the same way.
- Choosing the columns in the contact table and adding your ownShow or hide standard columns, add insight and action columns, and create an editable text or date column.
- Adding notes to a contactOpen the notes panel from the list, record a note with response type, result and contact method, and find it again.
- Finding contacts and keeping them up to date: search, filters, editing and Former statusSearch by name or email, filter by source, tag and status, edit a contact and mark it Former.
- Recording guardians for a minor and linking family membersUse the Contact is a minor option to store guardian details, then link relatives to each other from the profile.
- Adding leads, relationships and vendors, and giving a contact more than one typeHow the Lead, Relationship and Vendor forms differ from Clients, and how to put one contact in two lists.
- Creating a client in ContactsAdd a new client with contact details, address, source, tag and gender, then confirm it in the list and on the profile.
- A tour of the contact profile pageWhat you find on a contact profile: tabs, the contact card, quick-action icons, widgets and the Switch contact search.
- A tour of the Contacts list: Clients, Leads, Relationships and VendorsEvery card, filter, toolbar icon and column on the Contacts list screens, and what each one does.
- How to Create a New Contact in the Contacts TabThis SOP explains how to add a new contact record from the Contacts tab, including selecting the correct contact type, entering contact details, and saving the record. It also covers…
- Client Profile ManagementExplains how to access a client profile from the client list and manage the client’s contact details, billing information, files, and activity records. It also covers how to complete a…