Clients

The client section is where you manage and store basic information about your clients. This section allows you to create, edit, and view client profiles, including their contact details, company information (if applicable), and associated terms of engagement. You can also add new clients directly from the Terms of Engagement form for streamlined data entry.

Review the numbered labels on the screenshots below and read the associated text to learn more about the different features on this page.

1 - Client List Page

The client list provides an overview of all clients registered in the system. It displays key information such as the client's name, type (company or individual), country, city, and the number of associated terms of engagement. The list also offers search and filtering options to help you quickly find specific clients.

1. New Client: Click this button to add a new client to the system.
2. Total Clients: Displays the total number of clients registered in the system.
3. Active Clients: Shows the total number of clients associated with at least one assignment.
4. Search: Enter a client's name to search for specific clients in the list.
5. Search by City: Filter the client list by city.
6. Filter by Type: Filter clients by their type (company or individual).
7. Reset: Click this button to reset all applied filters and return to the default client list view.
8. Client Table: Displayed here is the list of all your clients. Each row represents one client.
9. Add Contact: For company clients, click the + button to directly add a contact associated with the client.
10. Terms of Engagement: Indicates the number of terms of engagement (draft, ongoing, or completed) linked to each client.
11. Actions: Provides options to view more details about the client, edit the client's information, or delete the client from the system.

2 - Client Form (Company)

The client form for companies allows you to add or edit information about a company client. It includes fields for the company's name, address, contact details, and registration numbers. You can also add individual contacts associated with the company.

1. Close: Click this button to close the client form without saving any changes.
2. Save: Click this button to save the information entered in the client form.
3. Client Type: Choose between "Company" or "Individual". Selecting "Company" will display the "Add Contact" and "Add Registration Numbers" tables.
4. Client Name: Enter the name of the company client.
5. Country: Select the country where the company is located.
6. City: Enter the city where the company is located.
7. Postcode: Enter the company's postcode or zip code.
8. Address: Provide the company's full address.
9. First Name: Enter the first name of the primary contact person for the company.
10. Add Contact: Click this button to add additional contacts associated with the company.
11. Contact Details: Displays the contact information for each added contact, including their name, role, email, and phone number.
12. Registration Number: This table lists any registration numbers or other unique identifiers (tax IDs, permit codes, etc.) associated with the company.
13. Add Registration #: Click this button to add other registration numbers for the company, such as VAT or tax identification numbers.
14. Registration Details: Displays the added registration numbers, including the type (e.g., VAT) and the corresponding number.

3 - Client Form (Individual)

The client form for individuals allows you to add or edit information about an individual client. It includes fields for the client's name, address, and contact details. Note that the "Add Contact" and "Add Registration Numbers" tables are not displayed for individual clients.