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Creating Clients Profiles and Guidance


Creating a Client is necessary to add the new people who have joined as customers with the organization. A client can be created by clicking on the "Add Client" option on the top left corner of the Clients module. Clicking on it will take you to a pre-generated form, once the details are added to it a new client is created. 


Be aware of the 2 levels of client's profile creation. First, the company/client representative or initial point of contact. Second, the company's details.


The form asks for the following details:

  1. SALUTATION: It allows to selection of the addressing salutation for individuals from Mr./ Mrs./ Ms.

  2. CLIENT NAME: It takes the input of the name of the newly created member.

  3. EMAIL: It requires email details for all sorts of communication.

  4. PASSWORD: This allows individuals to access their accounts.

  5. COUNTRY: This section tells where the individual belongs.

  6. MOBILE: It requires an individual's mobile number for communication.

  7. CAN THE USER LOG IN TO THE APP?: Selecting Yes or No to this question allows the user to access the information in the application.

  8. CAN THE USER RECEIVE EMAIL NOTIFICATIONS?: Selecting Yes or No to this question will decide whether the user will receive the notifications on their email or not.

  9. CLIENT CATEGORY: The client category permits you to classify a specific client into the generally accepted genres by the company which is used for filtering the recorded list later while viewing.

  10. CLIENT SUB-CATEGORY: The client sub-category allows further subdivision of the genre defined for the client so that proper segregation is done whenever required.


Creating a Client is necessary to add the new people who have joined as customers with the organization. A client can be created by clicking on the "Add Client" option on the top left corner of the Clients module. Clicking on it will take you to a pre-generated form, once the details are added to it a new client is created. 

In the second section, the following information is to be updated for the comprehensive client's profile:

  1. COMPANY NAME: For instance, when the client belongs to an organization or a company these details are required. So, this section records the data of the organization the work is being done.

  2. OFFICIAL WEBSITE: Records the link for the official website of the organization in case a brief overview is ever needed.

  3. GST NUMBER: A GST Number is required for any sort of payment procedure. Thus, to avoid future inconvenience, this detail is recorded beforehand.

  4. OFFICE PHONE NUMBER: Phone numbers collected in the database for communication purposes.

  5. CITY: It records the location (city) where the organization is based.

  6. STATE: It records the location (state) where the organization is based.

  7. POSTAL CODE: It records the detailed location by recording the postal code for the organization.

  8. COMPANY ADDRESS: This is to collect the complete address for the company for any future reasons where it might be of some use to the recording organization.

  9. SHIPPING ADDRESS: This collects the address so that any kind of delivery for documents or products can be done.


Creating a Client is necessary to add the new people who have joined as customers with the organization. A client can be created by clicking on the "Add Client" option on the top left corner of the Clients module. Clicking on it will take you to a pre-generated form, once the details are added to it a new client is created. 

Clients are the active customers of the organization who are listed under this subsection of the Customers module. This section records the data for each individual. It includes name, email, status, and creation date along with a few more options which include viewing, editing, and deletion.

 

Creating a Client is necessary to add the new people who have joined as customers with the organization. A client can be created by clicking on the "Add Client" option on the top left corner of the Clients module. Clicking on it will take you to a pre-generated form, once the details are added to it a new client is created. 

Looking into each individual, you will reach a page wherein a few tabs will be available. These tabs are as follows:


1. PROFILE: This tab records all necessary information about the client including their personal, business, and contact information. It also records information for their relationship with the organization and all the projects, invoices, or any other financial and legal matters in brief.

2. PROJECTS: This tab records information about the projects that have been officially signed between the two parties involved and any information that might be of some use to both. It offers an "ADD PROJECT" option on the top left corner to add new information in the pre-existing list with an "EXPORT" feature right beside it to download and access the stored database offline as well.

3. INVOICES: This tab records all the created invoices shared with the client by the organization for payments of the work done so far. It also offers a feature of "Creating Invoice" to add in the pre-existing list with the "Export" feature beside it to access the data offline.


4. ESTIMATES: Estimates are the approximate amount calculated to be the final pricing of the signed projects with some possibility of negotiation. This tab records all the estimates sent and discussed. It also offers a "Create an Estimate" feature on the top left corner to add a new item in the list along with the "Export" feature right beside it to access the data offline.


5. CREDIT NOTES: Credit Notes are the amount of the invoices that have been paid but canceled due to some reasons, then the amount recorded in the credit note is redeemed in the next invoice that will be created for payment. All Credit notes formed for the individual client are stored under this tab.


6. PAYMENTS: This tab records the transaction history for the customer. There is a feature for "Adding Payments" with the "Export" feature right beside it.


7. CONTACTS: Contacts tab records the contact information for all the employees whose details are required herein and allows to "Add Contacts" and "Export" the list too.


8. NOTES: Notes tab stores all the key points that the two parties wish to share among themselves. It allows "Creation/Addition of New Notes" from the top left corner and "Export" the created notes.


Creating a Client is necessary to add the new people who have joined as customers with the organization. A client can be created by clicking on the "Add Client" option on the top left corner of the Clients module. Clicking on it will take you to a pre-generated form, once the details are added to it a new client is created. 

The newly added Clients are added by clicking on the "Add Client" button in blue on the top left corner of the page as updating and adding new members to the pre-existing list is also important. The created list can be exported easily using the "Export" option mentioned right beside it.


Creating a Client is necessary to add the new people who have joined as customers with the organization. A client can be created by clicking on the "Add Client" option on the top left corner of the Clients module. Clicking on it will take you to a pre-generated form, once the details are added to it a new client is created. 

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