The clients dashboard is where you can manage your lead, quote, asset, project and invoice clients and contacts.


Apart from editing existing client details, you can use the management tools found in the Actions menu.

  • New Client - Setup a new Client manually
  • Import Clients - Import multiple clients via a spreadsheet.
  • Export Clients - Export the current clients list.   This can be used to re-import changes if needed.
  • Import Client Contacts - Add multiple contacts to clients via a spreadsheet.
  • Export Contacts - Export the current contacts list.


Notes:  

  • Only mandatory field is the Name
  • No limits to the number of Contacts per Client