Clients
Add clients, view and edit their details, and see everything linked to them in one place. A client can be an individual or a legal entity and can be linked to one or more cases.
[ Video guide — insert video or link ]
In this article
- Add a client
- View client details
- Edit client details
- View linked client data
Add a client
- Open the People module and select Clients.
- Click Add.
[ Screenshot — Client list ]
Select the client type — choose Individual or Legal entity first; the available fields depend on this.
For a legal entity
- Name (required)
- Company registration number (required)
- Short name (optional)
- VAT number (optional)
- Address and city (required)
For an individual
- First and last name (required)
- National identification number (required)
- Address and city (required)
Contact details (optional)
- Telephone number (optional)
- Email address (optional)
- Website (optional)
- Contact person (optional)
- Note (optional)
- Client position (optional) — click the search icon and select from the codebook. See 'Manage codebooks'.
- Click Save.
[ Screenshot — Client entry form ]
The client appears in the list and is available for linking to cases, activities, documents, and invoices.
View client details
- Open the People module and select Clients.
- Click the client in the list.
[ Screenshot — Client details ]
The details view shows the name, identification numbers, address, contact details, status, and notes.
Edit client details
- At the top of the card, click Edit (pencil icon).
- Modify the required details.
- Click Save.
Changes apply immediately, everywhere the client is displayed.
View linked client data
A client's linked data is organised into tabs:
[ Screenshot — Linked client data tabs ]
