Client & Contact Management System

Accessing Records

  1. Click on the Human Icon (Records) section in the left sidebar.

  2. A menu will appear with different options.

  3. Select Contacts or Clients to manage contact or client records.

Contacts

Viewing Contacts

  1. Follow the steps in Accessing Records to reach the Contacts section.

  2. A list of all saved contacts will be displayed.

Adding a New Contact

  1. Click on the "Add Contact" button.

  2. A form will appear requiring the following details:

    • First Name & Last Name

    • Phone Number & Email

    • Street Address, House Number, Zip Code, City, and Country

    • Project (select list of project)

    • Description (Additional notes)

  3. Click Save to add the contact or Cancel to discard changes.

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Editing a Contact

  1. Locate the contact in the Contacts section.

  2. Click on the contact’s record.

  3. Modify the necessary fields.

  4. Click Save to apply changes.

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Deleting a Contact

  1. Find the contact you wish to delete.

  2. Click on the Delete button.

  3. Confirm the deletion when prompted.

Deleting Multiple Contacts

  1. In the Contacts section, select the contacts you want to delete using checkboxes.

  2. Once the contacts are selected, click on the Delete Selected button.

  3. Confirm the deletion when prompted for multiple contacts.

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Managing Clients

Viewing Clients

  1. Click on the Human Icon (Records) section in the left sidebar.

  2. Select Clients to view the list of clients.

  3. A list of all saved clients will be displayed, along with their details such as project, contact information, and status.

Adding a New Client

  1. Click on the Add Client button.

  2. A form will appear requiring the following details:

    • Client Name

    • Project Name

    • Contact Person (Name, Phone Number, Email)

    • Address (Street, House Number, Zip Code, City, Country)

    • Status (Active, Inactive)

    • Additional Notes (Optional)

  3. Click Save to add the client or Cancel to discard changes.

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Editing a Client

  1. Locate the client in the Clients section.

  2. Click on the client’s record.

  3. Modify the necessary fields.

  4. Click Save to apply changes.

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Deleting a Client

  1. Find the client you wish to delete.

  2. Click on the Delete button.

  3. Confirm the deletion when prompted.

Deleting Multiple Clients

  1. In the Clients section, select the clients you want to delete using checkboxes.

  2. Once the clients are selected, click on the Delete Selected button.

  3. Confirm the deletion when prompted for multiple clients.

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