Clients
This section describes how administrator access the features on Clients Module
Last updated
Was this helpful?
This section describes how administrator access the features on Clients Module
Last updated
Was this helpful?
A. Clients Dashboard :
Admin can see the list of clients created along with its status (Active or Archive)
Admin can sort the list of client : By Name, By Brand, By Project Amount, Most Active
Admin can also sort the list of clients according to its status such as : Active & Archive
B. Add New Client :
In order to add new client click the 'Add Client' button on the top right corner and then it will open a new tab where user can fill in some data like :
Client Name
Status (Active or Inactive)
Add Company
Set Color Label
Add City
Add Website
Add Category
Add Contact PIC
Add Email
Add Phone Number
Once finished filling all of the data above, click 'Add' button to submit and save. You can check from the Clients Dashboard to see your new client.