Clients and Contacts
Clients and contacts in WorkGuru are the customers you do work for on projects and stock sales. Though not mandatory, the client is generally the company, a...
Mon, 19 Aug, 2024 at 9:35 AM
Clients and Contacts can be managed from the client dashboard. Client Dashboard Client Details Client Dashboard Search for any client info displayed o...
Thu, 8 Aug, 2024 at 12:52 PM
You can add clients directly to WorkGuru by clicking on New Client in the Actions menu from the client dashboard. A new client has three tabs of informatio...
Tue, 20 Aug, 2024 at 10:46 AM
Client contacts allow you to track multiple people or departments at a particular client. A client can have multiple contacts, which can be selected or adde...
Mon, 19 Aug, 2024 at 10:04 AM
You can add clients and contacts directly to WorkGuru via a new transaction (Lead, Quote, Project or Stock Sale). New Client New Client Contact This s...
Mon, 19 Aug, 2024 at 10:06 AM
You can update client and contact details from the clients details page. Update Client Details Update Contact Details Update Client Details On the cli...
Mon, 22 Jul, 2024 at 12:35 PM
WorkGuru allows you to import and update your client in bulk from a csv spreadsheet import template. NOTE: The update feature is only valid for clients...
Mon, 19 Aug, 2024 at 10:08 AM
Clients in WorkGuru can only be deleted if they do not have any transaction history. Clients with transaction history have to be made inactive. Deleting C...
Mon, 19 Aug, 2024 at 10:09 AM
You can record client specific notes in the Client Overview section of the Client Details page. Click on the General Notes tab, enter your note and click Ad...
Mon, 19 Aug, 2024 at 10:11 AM
You can save client specific files in the Client Overview section of the Client Details page. Click on the Files tab, click Select Files to choose the file ...
Mon, 19 Aug, 2024 at 10:11 AM