User Guide

Creating a New Client

To add a new client, follow these steps.

1. Navigate to the Clients page from the sidebar menu.
2. Click the New Client button in the top-right corner.
3. Select the client type (Individual or Corporate).
4. Fill in the required fields such as name, contact information, and identification numbers.
5. Click Save to create the client.

Editing and Deleting Clients

You can update a client's information at any time by opening their detail page and clicking the Edit button. Make your changes and save. To delete a client, use the delete action from the client list or detail page. Note that deleting a client is a soft delete, so the record can be recovered if needed.

Search and Filtering

The client list page includes a search bar that lets you quickly find clients by name, email, or phone number. You can also use filters to narrow down the list by client type. The search works in real time, updating results as you type.

Client Detail Page

Clicking on a client opens their detail page, which shows all their information along with linked projects, expenses, and financial transactions. This central view gives you a complete picture of your relationship with the client and makes it easy to navigate to related records.