Managing Clients and Contacts

Clients and Contacts can be managed from the client dashboard.

• Client Dashboard
• Client Details

Client Dashboard

Search for any client info displayed on the dashboard and open the client detail page by clicking the client Name. Use the Active, Inactive or All Clients tabs to view/search specific lists of clients. Selecting the checkbox next to each client name in the Active or Inactive tabs will allow you to bulk Inactivate or Activate clients respectively.

You can administer your clients from the Actions tab:

• New Client - Add a new client.
• Import Clients - Import and/or update multiple clients from an import template.
• Export Clients - Export full list of clients.
• Import Client Contacts - Import multiple contacts from an import template.
• Export Contacts - Export full list of client contacts.

Client Details

Clicking on the client name from the client dashboard will open the client detail page which displays the client and contacts overview, transaction history and management functions.

The Client Details section displays client information and current account balance in WorkGuru.

The Client Overview section displays the client's contacts, transactional history and uploaded information.

• Contacts - List and create new client contacts.
• Projects - Client project history, including a shortcut to Add a New Project pre-filled with the client details.
• Quotes - Client quote history, including a shortcut to Add A new Quote pre-filled with the client details.
• Leads - Client lead history.
• Assets - List of assets assigned to the client.
• Stock Sales - Client stock sale history, including a shortcut to Add a New Stock Sale pre-filled with the client details.
• Invoices - Client invoice history.
• Expenses - List of client expense purchase orders.
• Credit Notes - Client credit note history.
• Custom Prices - List of products assigned with client specific pricing.
• General Notes - List of text notes added to the client.
• Files - List of files added to the client.

Additional functions available on the client details page are:

• Edit - Update client and contact details.
• Create Client Expense PO - Add client expense purchases for client based cost accounting workflows.
• Merge Client - Merge duplicate clients together without losing history.