Clients

Companies and individuals.

  • List - paginated output with filters by name, email, phone, and Tax ID
  • Add - create a client together with its phones, email addresses, contact persons, and company details
  • Update - partial update of the card: status, responsible person, note, address
  • Card and company details - the whole client in one request; adding company details to an existing client

Note

Contact persons and communication channels (phones, emails) of existing clients are in the Contacts section.

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