🧾 Client

This section allows administrators to add, view, and manage client records within the system.

Navigation: Configuration → Client

Overview

The Client module helps maintain detailed information about all clients or organizations associated with the system. It serves as a central place to store client contact information, business details, and associated users or projects.

By using this module, administrators can efficiently manage client onboarding, track relationships, and ensure accurate data for reporting and communication.

Details / Purpose

The purpose of the Client Module** is to maintain a well-structured and accessible record of all clients. It simplifies administrative and business processes by allowing users to:

  • Add new clients with complete details (e.g., name, email, phone, address, company name).

  • View and update client information whenever required.

  • Track the status of client accounts (Active / Inactive).

  • Maintain an organized list for quick reference and reporting.

  • Support integrations with related modules such as Projects, Users, or Invoices.

This module helps ensure accurate, reliable client data across the system and improves collaboration between teams and customers.

Last updated