1. Clients: Overview

The Clients module is designed to grant access to all clients stored within the CRM, based on your access permissions. Depending on your role, you can view clients linked to specific desks or projects.

You can assign a client to a project, and then optionally assign them to a desk and manager. The manager must be assigned to the project and desk to which the client is assigned.

The following actions are available in the Clients module:

• Creation: Adding new clients and filling in personal, billing and affiliation information.

• Editing: Modifying existing client information, adding new details, including actions and requests, and uploading client documents.

• Reassigning: Reassigning multiple clients to projects and desks.

• Filtering and Searching

• Deactivation: Disabling client accounts while retaining their information in the system.

• Import

• Export

• Columns Customization

• FavouritesManaging FunctionalityFavourite Clients
• Clients Duplicates
• «Send a Message» Action