Articles on: Clients

Clients List

In the “Client List” section you can view the list of the existing clients with their details.
This powerful module is designed to improve efficiency and productivity by simplifying the management of customer data.

The module offers a range of benefits to businesses of all sizes, including improved efficiency and productivity, more streamlined customer data management and easy access to customer data from anywhere with internet access.

To access the section, navigate to the “Client List” of the "Clients" module.
If you click on the client's name, you will be forwarded to the client's profile page.

The Clients List Module offers a range of features to make managing customer data easier than ever before.

With the "Clients List" module, you can easily search and filter through your customer data to find the information you need. This can save you time and effort when trying to locate specific customers.

To find a specific client, fill out their name, phone number, address or any other details you remember in the "Search” bar.

Alternatively, you can search for the clients in the “Live Search” section.

To filter the client list, click on the “Filter” sign, fill out the necessary information and click on the “Search” sign to use the filter.

You can also filter your clients by the date they were created. This feature allows you to locate specific clients within the system in a more efficient manner.

You can also create a new client. To create a new client, click on the "Add Client" sign.

To learn more about how to create a client, click here.

To download the client list, click on the "download" icon.

The download option is available only for admin type of users.

Updated on: 19/04/2023