The clients tab is where all your client profiles will live. On this tab, you can add or remove columns from your table view, filter and sort your existing client list by default and custom fields, import new clients, create a new client and add in custom fields.
Customize Your Table Columns
Customize your table view on the clients tab by clicking the Add Columns button. Options will appear on your right hand menu allowing you to select or deselect columns displayed on your table. Options will include default fields and any custom fields in your account!
Sorting, Filtering and Searching Your Client List
To sort your client list, click a column header and the list will reorganize itself based on your selection.
To filter or search your client list, click on the Filters button at the top of the screen. This will open up the side panel where you can view all the filter options. Your filter options will include default fields and custom fields!
Click on a specific filter to open that option up where you can either search or make multiple selections to filter your list. From there, click update filters.
You can reset the filters in the main filter menu by clicking the reset filters button in the top right hand corner.
Creating a New Client
To add a new client into your account, click the blue Create New Client button in the upper right hand corner of the Clients Tab. This will then take you to a form to enter the client's information and add them into the account. For more information on adding a client, click here. Remember, all clients must have unique names - the system does not allow for duplicates.
Creating or Editing Custom Fields
To add a custom field into your account, click the Custom Fields button in the upper right hand area of the Clients Tab. This will then open up a side panel for you to either create a new custom field or edit an existing field. Your account can have up to 24 unique custom fields. For more information on creating a Custom Field, click here.
Assign (Create) Work
To create new projects, you'll filter your client list (if necessary), select one or multiple clients and then be able to create projects from your existing templates. To learn more about this process, take a look at this article.
Importing Clients
To import new clients, click the import clients button in the upper middle of the Clients Tab. This will then open up the import flow and take you through the steps of importing clients via a file. If you need a template to gather your client information, you can learn how to export a custom empty data sheet here! For more information on importing clients, click here.