2.2. Client Details

After opening a client record, the following tabs are available:

• Projects

• Go to Projects tab → View projects assigned to this Client

• For each project: View details; Edit; Duplicate; Gantt chart; Public Gantt chart; Make Task Board public; Pin project; Archive; Delete

• Select to Quickly Add a New Project for the client → Enter project details (client is pre-selected) → Save to complete

• Select to export to Excel

• Invoices

• Go to Invoices tab → View invoices created for this Client

• For each invoice: View PDF; Send; Edit; Add payment; Add shipping address; Cancel; Copy payment link; View payment page; Payment reminder; Duplicate

• Select Create Invoice → Enter invoice details (Client is pre-selected) → Save to complete

• Select to export to Excel

• You can search or filter invoices by status

• Estimates

• Go to Estimates tab → View estimates created for this Client

• For each quote: View; Copy public link; View public link; Download; Delete; Duplicate

• Select Create Estimate → Enter Estimate details (Client is pre-selected) → Save to complete

• Select to export to Excel

• Credit Notes

• Go to Credit Notes tab → View credit notes for previously issued invoices

• Select to view credit note details corresponding to the issued invoice

• Can perform Download / Edit / Upload document / Delete

• Select to export to Excel

• Payments

• Go to Payments tab → View client payment history by invoice, order

• For each payment transaction: view, download, delete

• Select Add Payment → In the invoice selection: system automatically retrieves that client's invoices → Save to complete payment

• Select to export to Excel

• Contacts

• Go to Contacts tab → View client contact information

• Can View / Edit / Delete

• Select Add Contact → Enter contact information. Choose whether to allow this contact to log into the system → Save to complete

• Documents

• Go to Documents tab → Manage documents related to the Client

• Can View / Edit / Delete documents

• Select Add File → Enter name and upload client document → Send to complete

• Notes

• Go to Notes tab → Manage notes for the client

• Can View / Edit / Delete notes

• Select Add Note → Enter title → Select display type public/private → enter note → save to complete

• Tickets

• Go to Tickets tab → Manage client tickets

• Can View / Delete tickets

• Select ticket status

• Select Create Ticket → System automatically sets the requester as the client → Enter ticket details → Save to complete

• Select to export to Excel

• Orders

• Go to Orders tab → Manage client orders

• Can View / Download orders

• Select Add New Order → System automatically selects client → Enter order details → Send to complete

• Select to export to Excel

• You can search or filter by status