• Event Timeline – This shows you a historic summary of all the activity around a client account.
• Users – You are able to manage all the users associated with a client account. Including creating, editing, and deleting users.
• Project – You are able to manage all the projects that belong to a client. Including, creating, editing, and deleting projects.
• Files – This section allows you to view all files attached to all the client’s projects. You are also able to attach files for the client as a whole. These files are not visible to the client.
• Support Tickets – This section lists all the tickets that are associated with the client. You are also able to easily manage the support tickets from this section. Including, creating, editing, and deleting support tickets.
• Financial – This section includes all the client’s financial resources, such as:
  • Invoices
  • Estimates
  • Expenses
  • Timesheets
• Notes – You can create notes relating to your client. These notes are not visible to the client. They are visible to the rest of your team.

The post 3. Client Management first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

Create A Client Account

You can create a new client account by clicking on the Quick Add icon or by clicking on the action_column.

1. Required/Mandatory information
   • Company name
     • If your client does not have a Company, you can use their name as a “company” name.
   • First name
   • Last name
   • Email address
2. Optional information
   • Billing address
   • Shipping address
   • Other Details
     • Tags – Tags can be used for a variety of reasons, such as identifying unique aspects of your clients.

Editing A Client Account

To edit your client account, click on the Edit Client Icon, as shown in the image below:

Deleting A Client Account

To edit your client account, click on the Delete Client Icon, as shown in the image below:

When you delete a client, all the items/resources linked to that client will also be deleted. The list below highlights some of the items that will be deleted.

• Projects
• Client Users
• Invoices
• Tasks
• Files
• Payments
• etc etc

The post 2. Create, Edit & Delete Client Accounts first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

You access this page via the main menu:

:: Main Menu > Customers > Clients

From this page, you are able to view and do the following:

• (1) Create a new client account
• (2) Edit an existing client account
• (3) Delete a client account
• (4) Filter clients, using a detailed filter panel.
• (5) Search your projects, using the free text search box.
• See the most important summary information about your clients:
  • The client’s ID
  • The client’s company name
  • The main contact/account owner for the client account
  • The number of projects the client has
  • The total value of invoices raised with the client
  • Tags, which are useful for quickly identifying key attributes about your client
  • Client category, which is helpful for classifying your clients (e.g. Design Clients, SEO Clients, etc)

The post 1. Clients Overview first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.