Create a Client > Information

Clients are created in the resource module and are usually managed by designated role(s) or person(s) within your agency. Once a client is created, additional information can be stored against the client.

ADD INFORMATION TO EXISTING CLIENT RECORD

There are two options for adding information to an existing client record:

1. via the client card pop-up upon completion of client creation

When creating a new client, upon clicking ok, you will be presented with a pop-up client details card where you can add information to the record.

Open

2. via the resources module > resource default grid

• Select the client > open the client card

• Go to the information tab

Open

• From here you can update the following client information:

  • Name

  • Initials

  • Phone number

  • Mobile number

  • Fax number

  • Email

  • Social information e.g. web address, LinkedIn page etc.

  • Resource group (usually used on clients and prospect resources, resource groups are used for grouping resources together e.g. for a mail out)

  • Tags

  • Address details

  • Business (clients can be grouped by the type of business they are for reporting purposes e.g. Retail, Technology, Finance etc.)

  • Primary Contact (main contact for the client)

  • Responsible (your company’s client lead)

UPDATE PROFILE PICTURE

You can also create profile picture (usually the client logo) for your clients in the the resources module via the information tab.

• Click on light blue box with the client’s initials or the existing profile picture

• Click the upload icon

• Select your image > click open

• You will now have a profile picture for the client

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