The client register
Searching, reading the columns and opening a client.
The client register is every company and person connected to your projects.
Searching
The search box matches on name, email, phone, ABN or address, so you can find a client by any detail you happen to remember.
Reading the register
| Column | Shows |
|---|---|
| Client | Name, an Organisation or Individual badge, and when the record was last updated |
| Contact | Primary email and phone, or No email recorded |
| Address | Billing address |
| Projects | How many projects this client has |
| Contacts | How many people are recorded against them |
Clients showing No email recorded and No address recorded are usually records created quickly during job booking. They work fine, but you'll want to fill them in before invoicing.
Filters and columns
The All clients dropdown filters the list. The Columns button shows and hides columns. See Working with lists for how these behave.
Opening a client
Click any row to open the client workspace.