Search for a Client

Searching for clients allows you to see their summary, buying & sales history, files and account transactions. You can search for a client using their name, email or phone number.

Select the ‘Clients’ admin tab
Enter a Single search term without any punctuation.
Select the blue ‘Search’.

You can also enter more than one search term to refine your results by separating each term with a space. For example (first name) (phone number) (last name).

Clients can also be filtered by selecting the tags on the right

Add a New Client

Clients can be added as Individuals or Companies.

Select the "Clients" admin tab
Select the blue link "Add A New Client"
Enter Client details (including whether they are an Individual or Company) then select the green "Save".

Update a Client

Client information can be updated

Select the Client you wish to update ((Clients can be searched by name, email or phone number using no punctuation under the Clients admin tab)
Select the white "Edit Contact" on the right
Edit the Client's information then select the green "Save" at the bottom.

Delete a Client

Clients without a transactional history can be deleted. Clients with a history have to be archived instead of deleted.

Select the Client you wish to delete (Clients can be searched by name, email or phone number using no punctuation under the Clients admin tab)
Select the white "Edit Contact" on the top right
Scroll down and select the red "Delete" on the bottom right
Confirm by selecting the orange "OK"

💡 Deleted Clients cannot be recovered so be careful

Archive a Client

Archive clients that haven't been active in a while.

Select the check box next to the Client you wish to archive (Clients can be searched by name, email or phone number using no punctuation under the Clients admin tab)
Select "Archive" which appears in a list on the top right
Confirm by selecting the yellow "Archive"

To Unarchive a client simply edit their details. The archived client will have disappeared from the client list but can be found in the Buying & Sales history.

Merge Multiple Clients

Clients that have accidentally been added or signed up multiple times can be merged.

Select the check box next to each client you wish to merge (Clients can be searched by name, email or phone number using no punctuation under the Clients admin tab)
Select "Merge" which appears in a list on the top right
Choose the client record you wish to keep from the drop-down list. History from the other selected clients will be merged and their contact details deleted.
Confirm by selecting the red "Merge"

Client Files

Files can be kept under each Client.

Upload Client Files

Select the Client you wish to upload a file to (Clients can be searched by name, email or phone number using no punctuation under the Clients admin tab)
Select the blue link "Files" from the above tabs
Upload a file by selecting the white "Select files..." and choosing a document or dropping files into the larger grey box

Delete Client Files

Delete Client files by selecting the grey cross to the right of the file name. Then confirm you wish to delete by selecting the blue "Yes"

Client Basics