This article gives you an overview of the client listing page. The client page lists all your current clients and their information.

To access the client page, click Clients from the main menu.

You can export and import data into the system. Click on the Excel operations button at the top to see the options.

Search clients by name, e-mail, or phone and select whether the client is active. Clicking on refresh will refresh the listing.

To view or edit the client profile, click on the Action button on the client's row and select Edit.

The client profile page allows you to view, add and update information including:

General contact information.

Contact persons.

List of all locations connected to this company.

Rate Cards

Notes and documents.

Financial Contacts

This was a general overview of the client listing page.