Clients

The Clients screen allows you to manage all client information for your organization. You can add new clients, update existing client details, view complete client information, search for clients, and remove clients that are no longer active.

From this screen, you can:

View all clients.
Search for a client.
Add a new client.
View client details.
Edit client information.
Delete a client.

Client List

The Client table displays all clients created for your organization.

The table includes the following information:

Client Code – A unique code used to identify the client.
Client Name – The client's company or organization name.
Billing Currency – The currency used for billing the client.
Email – Primary contact email address.
Client Manager – Employee responsible for managing the client.
Actions – Options to View, Edit, or Delete the client.

Use the Search for Clients box to quickly locate a client by entering the Client Name, Client Code, or Email Address.

Add a Client

To create a new client, click Add Client.

The Add Client window will open.

Basic Information

Client Name

Enter the official name of the client.

Example:

ABC Technologies Pvt Ltd
Global Solutions Ltd
Acme Corporation

Client Code

Enter a unique code for the client.

Examples:

CL001
TCS001
ABC100

Billing Currency

Select the currency used when billing the client.

Examples:

Billing Type

Select how the client will be billed.

Examples:

Fixed Price
Hourly
Monthly
Project Based

Client Manager

Select the employee responsible for managing this client.

Description

Provide a brief description about the client or the services provided.

Client Contact Information

Complete the client's contact details.

Address Line 1

Enter the primary address.

Address Line 2 (Optional)

Enter additional address information if applicable.

Country

Select the client's country.

State

Select the state or province.

City

Select the city.

GST Number (Optional)

Enter the client's GST or Tax Identification Number.

Email Address

Enter the client's official email address.

Contact Number

Enter the client's primary contact number.

Save or Cancel

After entering all required information:

Click Submit to save the client.
Click Cancel to close the window without saving.

If all information is valid, the client will be added successfully.

View Client Details

Click the View (👁️) icon from the Actions column to open the Client Details page.

The Client Details page is divided into three tabs:

Dashboard
Projects
Profile

Dashboard

The Dashboard tab provides a quick overview of the client's business performance.

It includes the following sections:

Estimated Revenue

Displays the client's estimated revenue for the selected year.

The chart compares:

Invoiced Revenue
Non-Invoiced Revenue

Use the Year dropdown to switch between available financial years.

Activity Log

The Activity Log displays recent actions performed for the client.

Examples include:

Client created
Client information updated
Client deleted
Project assigned
Project completed

Click All Activity to view the complete activity history.

Projects

Select the Projects tab to view all projects associated with the selected client.

The project list includes:

Project Name
Client
Billing Type
Duration
Project Status

Use this tab to quickly monitor every project created for the client.

If no projects have been assigned, an empty list will be displayed.

Profile

The Profile tab displays complete client information.

The profile includes:

Basic Information

Client Name
Client Code
Description
Billing Currency
Billing Type
Client Manager

Contact Information

Address Line 1
Address Line 2
Country
State
City
GST Number
Email Address
Contact Number

System Information

Created At
Updated At
Created By
Updated By
Status Message

The Profile tab is view-only and cannot be edited directly.

To update client information, return to the Client List and click the Edit icon.

Edit a Client

To modify client information:

Click the Edit (✏️) icon.
Update the required information.
Click Update to save your changes.

You can update:

Client Name
Client Code
Billing Currency
Billing Type
Client Manager
Description
Address
Country
State
City
GST Number
Email Address
Contact Number

Click Cancel to discard your changes.

Delete a Client

To remove a client:

Click the Delete (🗑️) icon.
A confirmation dialog will appear.

Confirmation Message

This will permanently remove the Client. Are you sure you want to proceed?

Choose one of the following options:

Delete

Permanently removes the client.

Cancel

Closes the confirmation window without deleting the client.

Note: Clients associated with active projects or invoices should be reassigned or completed before deletion.

Search Clients

Use the Search for Clients box to locate a client quickly.

You can search using:

Client Name
Client Code
Email Address

Matching results are displayed automatically as you type.

FAQ