Clients

The Clients feature in the CRM mobile app is designed to manage customer relationships effectively by tracking and organizing client information. This feature allows users to view a list of all clients, access detailed profiles of existing clients, as well as create and edit client information.

Accessing the Clients Feature

1. Open the CRM mobile app.
2. Navigate to the sidebar menu (three horizontal lines icon).
3. Select the "Clients" option to access the clients' section.

Viewing All Clients

• Upon accessing the Clients feature, you will see a "All Clients" button.
• Tap on it to display a list of all customers that have been converted from leads.
• You can switch between "Active" and "DeActive" clients using the toggle at the top.

Viewing Client Details

• To view detailed information on a client, tap on a client's name from the list.
• This will bring you to the "Client Details" page, which displays:
  • User Profile
  • Projects associated with the client
  • Payment information
  • Invoices
  • Material
  • Credit Notes

Payments

• In the "Client Details" view, select the "Payments" tab to see all transactions.
• To add a new payment, tap the "+ New Payment" button, fill out the transaction details, and confirm the addition.

Invoices

• Under the "Invoices" tab, you'll find a list of all invoices related to the client.
• The list displays invoice numbers, project names, paid and unpaid amounts, and the invoice status.
• Tap "+ New Invoice" to create a new invoice for the client.

Tracking Projects

• Access the "Projects" tab within the "Client Details" to view all projects linked to the client.
• This section provides information about project members, deadlines, and current status.

Additional Client Information

In the "Client Details" page, you may also view and edit supplementary information such as:

• Material provided to or used by the client.
• Credit notes issued.
• Client’s contact details, such as address and official website.

Creating a New Client

1. From the main Clients screen, tap the "New Client" button.
2. Fill in the required fields under "Account Details":
   • Client Type (e.g., Company)
   • Client Name
   • Client Email
   • Client Password
   • Mobile Number

1. Proceed to "More Details" where you can specify:
   • Country
   • Gender
   • Client Category and Sub-Category
   • Permissions such as user login and email notification preferences.

1. Optionally, provide "Company Details" if relevant.
2. Tap the "Next" button to save the new client profile.

Editing an Existing Client

1. To edit client details, select a client from the list.
2. Tap on the "Edit" option (usually represented by a pencil icon).
3. Update the client's information as necessary across the "Account Details", "More Details", and "Company Details" tabs.
4. Save changes by tapping the "

Update" or "Save" button.

Conclusion

The Clients feature is a comprehensive tool for managing customer information and interactions within the CRM mobile app. By following these steps, users can ensure they maintain detailed and up-to-date client records that enhance client management and business operations.