Client Management

Client Management Guide

This guide provides a step-by-step explanation for managing clients in the application, including adding clients, viewing client details, and exporting client information.

Managing Clients

The “Clients” screen provides options for managing your client list:

• Use the Import button to bulk upload client data from a file (e.g., CSV).
• Click the Export button to download client data for external use.
• Filter clients by Date Added or search using the search bar.

Adding a New Client

To add a new client, follow these steps:

• Click the + Add Client button located at the top left of the “Clients” screen.
• Fill in the required fields in the “Add Client” form, including:
  • Client Name (required)
  • Email
  • Country and Mobile Number
  • Optional fields such as Gender, Client Category, and Profile Picture.
• In the “Company Details” section, add information such as the company name, official website, and contact details.
• Click Save to finalize the client creation.

Viewing Client Details

Once a client has been added, you can view their detailed profile by clicking on the client name in the “Clients” table.

• The profile includes sections for Profile Info, Projects, Invoices, and more.
• Key client details such as Email, Company Name, and Language are displayed for quick reference.
• Visualizations, like pie charts for invoices, provide additional insights.

Tips for Effective Client Management

• Ensure mandatory fields are filled when adding a new client to avoid errors.
• Regularly update client information to maintain accurate records.
• Use the export feature for backups or external analysis.