The clients dashboard is where you can review and manage your clients and contacts. You can toggle the display between Active and Inactive clients using the tabs.
Apart from editing existing client details by clicking on the client Name, you can use additional management tools found in the Actions menu:
- New Client - Add a new client.
- Import Clients - Import multiple clients via a spreadsheet.
- Export Clients - Export the current client list to a .csv file. This can be used to bulk update clients.
- Import Client Contacts - Add multiple contacts to clients via a spreadsheet.
- Export Contacts - Export the current contact list to a .csv file.