Details of clients
In the details form, you can find all the necessary information. To add an organization, just provide its name. For a person, enter their last name, first name, and patronymic.
The "Additional" tab features the client's extra custom fields that you specifically need for work.
Essential Client Information
In this section, we focus on providing only the most necessary and relevant data to enhance your daily operations. Here are a few important things to manage client information effectively.
Several key points to consider:
Responsible — An employee working collaboratively with the responsible manager.
Curator — To grant access to a larger number of employees, add them as curators. Add a curator using the button in the lower-left corner (+).
Journal — This is the activity feed with the client. Use the 👉 Filter button to select only documents, emails, calls, etc., related to the client.
Chat — Write a message to the responsible manager in chat, duplicate the message to email, and add other recipients if needed.
Comment — Leave comments wherever this field is available. Comments on the client card are saved, and both the responsible person and curator receive a notification.
Additional Information — Includes details like category, lead source, marketing campaign, address, client credentials, and banking information.
Get a Link — This function generates a public link to the client's details.
Find Duplicates in the Database — Helps locate similar records in the database for modification or merging.
If the field arrangement in the detail form doesn't meet your needs, feel free to rearrange, hide, or add new fields.
Note: This feature is under development.
Additional and Custom fields
Here you will find additional information about the client. If the existing data fields are insufficient, feel free to create your own in various formats without any restrictions.
Adding Custom Fields
To add custom fields to your project, follow these steps:
Access Settings: Navigate to your project settings area or in the detail form
Select Custom Fields: Find the "Custom Fields" section.
Create New Field: Click on "Add Field" or "Create New Field."
Field Details: Enter the field name and select the field type (e.g., text, number).
Configure Options: Set any necessary parameters or options, such as default values or validation rules.
Save Changes: Click "Save" to finalize the creation of your custom field.
You can add data fields directly in the details form without going to the application's general settings.
To create additional fields, you must have specific access rights.
Addresses tab
Here is a list of different types of addresses: legal, mail, factual, or any other client address
Client Payment Details
This tab includes different bank / payment details for company's or individuals.
Adding New Payment Details
To add new payment details to your account, follow these steps:
Add Payment Details: Look for an option to add new payment details. This might be labeled as "Add Payment Method" or "Update Billing Information."
Enter Information: Enter the required payment details, including:
Bank Account Details: Account number, routing number (if applicable).
Verify Details: Double-check to make sure all entered information is correct to prevent errors during transactions.
Save Changes: Click on the "Save" or "Submit" button to update your payment details in the system.
Remember to mark with a star ⭐ which of your client's details will be the primary one. This information will automatically be included in all generated documents for the client.
Ensure the client's payment method is updated to facilitate seamless transactions and uninterrupted services. You'll often reference payment details when adding invoices or other documents for your clients.
How to add a new doc ?