1. Clients Overview

Managing your clients is very easy and intuitive. The place to start is the Client List Page.

You access this page via the main menu:

From this page, you are able to view and do the following:

• (1) Create a new client account
• (2) Edit an existing client account
• (3) Delete a client account
• (4) Filter clients, using a detailed filter panel.
• (5) Search your cases, using the free text search box.
• See the most important summary information about your clients:
  • The client’s ID
  • The client’s company name
  • The main contact/account owner for the client account
  • The number of cases the client has
  • The total value of invoices raised with the client
  • Tags, which are useful for quickly identifying key attributes about your client
  • Client category, which is helpful for classifying your clients (e.g. Visit, PR, PGWP)