1. Customers: Overview

The Clients section in Wifox Business Content Solution is designed for managing client data efficiently. This feature allows administrators to create, edit, and delete client profiles, which can be used to store important information or dynamic data for clients. It is particularly useful for organizations that want to use the system as a client management tool.

Key Features of the Clients Section

1. Client Creation

Add a new client by specifying details such as:

• Email

• Password

• Name

• Phone Number

Optionally, you can set dynamic data in the Properties section for additional customization.

2. Edit Client Details

Modify existing client information, such as their email, name, or phone number.

Update the Password or Active status as required.

Add comments or adjust the Properties field for dynamic data storage.

3. Delete Clients

Remove a client profile when it is no longer needed.

4. View and Manage Properties

Use the Properties section to append or modify dynamic data related to a client.

How to Add a New Client

1. Click Add

Navigate to the Clients section and click the Add + button.

2. Fill in Details

• Email: Enter the client’s email address.

• Password: Set a secure password.

• Name: Provide the client’s name.

• Phone: Add the phone number, if applicable.

• Comments: Write any notes related to the client.

• Active: Check this box to activate the client profile.

3. Submit

Click Submit to save the client profile.

How to Edit a Client

1. Select the Client

Locate the client in the Clients list and click the pencil icon.

2. Update Details

Modify any required fields, such as email, password, or comments.

Adjust or append dynamic data in the Properties section.

3. Save Changes

Click Submit to apply the changes.

How to Delete a Client

1. Locate the Client

Find the client in the Clients list.

2. Delete the Profile

Click the trash icon next to the client’s name.

3. Confirm Deletion

Confirm the action by clicking OK.