In the Clients module, you can manage your client's information, such as addresses, payment details, contact persons, etc. Also, here you can manage your price lists.

By default, in the Clients tab, you see the list of all your clients with several filters on top of the table. However, you can select another view or create a new one by clicking on the View drop-down list.

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• To open a client profile, click on its row in the table. To open the profile in edit mode, click the icon. For details, see the Client profile article.

• To add a new client, click the Add Client button. For details, see the Create a new client profile guide.

• Click the Import or Export buttons to add new clients from other sources or export the existing ones. To learn more about those actions, see the Data import and export article.

•  If you select a checkbox in the left column, several additional buttons appear on top of the list.

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  • Click the Delete button to erase the client from the system. To delete all their personal information, click the icon and the Erase Personal Data button.
    You can’t delete several client profiles at once. Therefore, the Delete button only appears when one profile is selected.

  • Click the Send CRM E-mail button to e-mail the selected client(s). You will be directed to the New E-mail page.

  • Click the Add Quote for Selected and Add Project for Selected buttons to create a quote or a project for the selected client. You will be directed to the Add Quote and Add Project pages accordingly.

  • Click the Multiple Change button to make changes to the most important data of one or several clients at once. You will be directed to the Client - Multiple Change page that summarizes the information from the client profile(s).
    You can also change the same settings in the client profiles. However, using the Multiple Change option might be more convenient, especially when editing rates.

• If you select two client profiles, a Merge Profiles button appears on top of the list. Use this option to get rid of duplicated profiles.

By default, in the Contacts tab, you see the list of all contact persons you have in the system with several filters on top of this list. However, you can select another view or create a new one by clicking on the View drop-down list.

• To open a contact person profile, click on its row in the table. To open the profile in edit mode, click the icon. For details, see the Client contact person profile article.

• Click the Import or Export buttons to add new contact persons from other sources or export the existing ones.

•  If you select the checkbox in the left column, several additional buttons appear on top of the list.

  • Click the Delete button to erase the contact person from the system. To delete all their personal information, click the icon and the Erase Personal Data button.
    You can’t delete several contact persons at once. Therefore, the Delete button only appears when one profile is selected.

  • Click the Send CRM E-mail button to e-mail the selected contact persons. You will be directed to the New E-mail page.

  • Click the Multiple Change button to make changes to the most important data of one or several contact persons at once. You will be directed to the Client Contact Person - Multiple Change page that summarizes the information from the contact person(s) profile.

By default, in the Price Lists tab, you see the list of all price lists you have in the system with three filters on top of this list. However, you can select another view or create a new one by clicking on the View drop-down list.

• To add a price list, click the Add Price List button. For details, see the Manage client's price lists | I. Add a new price list guide.

• To open a price list, click on its row in the table. To open the price list in edit mode, click the icon.

• Click the Export button to download the data in a CSV file.

•  If you select the checkbox in the left column, several additional buttons appear on top of the list.

  • Click the Duplicate button to create another price list with the same data. In the Price List - Duplicate pop-up window, provide a new name for this list and decide on the currency and whether you want to copy the rates. After clicking the Save button, you will be directed to this price list’s page.

  • Click the Delete button to erase the selected price list from the system.