Client Management
Searching and Viewing Clients
To search for existing Clients first click Clients from the navigation pane on the left. Then select the Client Type to set the range of the search. You can then use any one or a combination of the available search filter columns including ClientID (Assigned ID usually a number or name combo), First Name, Surname, Phone (Client Work phone number), Email (Client Work email address), or DOB (Client date of birth). Each filter will narrow the list of Clients as soon as text is entered into them. When you have found the Client you are looking for, select them from the list to view their details.
Client History
From v24.10+ quickly go back to clients previously viewed, created, or edited by clicking the Client History button which will show the 15 most recent clients.
Create New Client
To create a new client, simply click the New Client button and fill in at least the Client required fields. Then scroll to the bottom of the screen and click the Save button.
Editing Client Details
After finding and viewing the selected Client you can also edit any of the available Client Details, add / remove Links, add or view Attachments, and view their Job History by clicking the desired tab. Further usage of each tab is described below.
Client Details tab
This default tab displays all available Client fields which can be edited by privileged staff users.
Links tab
The links tab will display the main entities that are linked to the asset including Sites, Assets and Knowledge base articles. A difference to the Desktop is that job links will appear on the Job History tab instead. Primary entities can be changed, other entities added, or removed from the links tab. From v24.10+ multi-select of all entities on the links tab is also possible for copying links.
Attachments tab
The Attachments tab will contain any relevant Client documentation and images. These can be added or removed via the web portal by privileged staff users. Attachments to clients can be added or removed from this tab. View, Download, Rename, and Remove attachments using the right click context menu. Add attachments by either browsing to them using the Select file… button, or by right clicking and pasting them into the area next to the button.
Job History tab
This tab will list open and closed jobs that were logged by or for this Client. From v24.10+ multi-select is also available for copying and actioning multiple jobs. These jobs can be pre-viewed and updated by selecting them and using the Action Toolbar above them.
Properties tab
The properties tab contains various meta data and Notes that can be saved to the client profile.
Saving Changes
Once you have made any changes to the person’s details, scroll down to the bottom and click the Save button.
See Also
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