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Client Management

Overview of your clients​

To access client management, click on Clients in the left sidebar menu:

Clients overview

The Clients Overview page is displayed with the following information:

At the top of the page​

Period Filters Three buttons allow you to filter data:

  • This month - Data for the current month
  • Last 3 months - Data for the last three months
  • This year - Data for the current year

Statistics​

Three cards display a summary of your customer portfolio:

Total Clients

  • Displays the total number of clients in your database
  • Example: 1 client

Companies

  • Displays the number of companies (business clients)
  • Percentage of total clients

Individuals

  • Displays the number of individuals (private clients)
  • Percentage of total clients

Recent Clients​

A table displays your recently created clients with:

  • ID: Unique client identifier
  • Client: Client name
  • Contacts: Number of associated contacts
  • Tags: Labels assigned to the client
  • Location: Client location
  • Created On: Client creation date

Click View All to access the complete list of clients.

Create a New Client​

To add a client, click the New button at the top right of the page:

Create a new client

Client creation is done in 3 steps:

Step 1 - Essential Information​

**Client Name ***

  • Enter the client's full name
  • This field is mandatory

**Client Type ***

  • Select the client type using the switch:
    • Individual: Private client
    • Company: Business client (corporation)

Industry

  • Select the client's industry sector
  • This field is optional

Click Next to continue.

Step 2 - Contact Details​

This step allows you to enter:

  • Contact information (email, phone)
  • Contact persons (for companies)
  • Communication preferences

Step 3 - Address​

This final step concerns:

  • Full client address
  • City, postal code
  • Country
  • Any useful location information

Once all steps are completed, click Create client to finalize.

Complete Client Management​

To access the full list of all your clients, click on Clients in the menu, then on List:

Client management

The Toolbar​

At the top of the page, several options are available:

Search

  • Use the Search clients... bar to quickly find a client by name

Import

  • Click Import to import multiple clients at once (via an Excel or CSV file)

New

  • Click New to create a new client

Filters

  • Click Filters to access advanced filters

Per Page

  • Choose the number of clients displayed per page (10, 20, 50, 100)

The Clients Table​

The table displays the following information:

ID

  • Unique client identifier
  • A checkbox allows selecting multiple clients

Client

  • Client name with their avatar
  • An arrow allows sorting alphabetically

Type

  • Indicates if the client is an Individual or a Company

Tags

  • Labels assigned to the client for organization
  • Example: "No tags" if no labels are defined

Location

  • Client's city or region

Created On

  • Date and time of client creation
  • Time elapsed since creation (e.g., "20 h ago")

Actions

  • Click the three dots to access actions:
    • View client details
    • Edit client
    • Delete client
    • Archive client

Archive Filter​

At the top of the table, an ARCHIVED filter allows you to:

  • No (default): Show only active clients
  • Yes: Show only archived clients
  • X: Reset the filter

Advanced Filters​

To refine your client search, click the Filters button:

Advanced filters

The Advanced Filters window opens with several options:

General Information​

Client Type

  • Select the type of client to display
  • Individual or Company

Industry

  • Filter by specific industry sector
  • Type to search for a sector

Website

  • Filter clients who have a website

Archived

  • no: Active clients (default)
  • yes: Archived clients

Contacts​

Click the Contacts section to access contact-related filters:

  • Filter by number of contacts
  • Filter by contact type

Attribution​

Click the Attribution section to filter by:

  • User assigned to the client
  • Client acquisition source

Tags​

Click the Tags section to filter by:

  • Specific labels assigned to clients

Apply Filters​

Once your criteria are selected:

  • Click Apply to see filtered results
  • Click Reset to clear all filters and return to the complete list

Usage Tips​

  1. Organize with tags: Assign tags to your clients for better organization (e.g., "VIP", "Prospect", "Loyal")

  2. Use filters: Advanced filters allow you to quickly find the desired client

  3. Bulk import: If you have many clients, use the import function to save time

  4. Archive inactive clients: Archive clients you no longer work with to keep a clean list

  5. Check regularly: Keep an eye on your client statistics to track your portfolio's growth

Your clients are now well-organized and easy to manage!