🤓 Tip: Client records store core information about the organisations you work with. Completing these details supports searching, ownership, job matching, and reporting.
⚠️ Important: Fields marked with a red star are mandatory.
Create a New Client Record
Click Clients then click the New button (
) to open a blank client record.
Enter the Client Name.
Select a Status to to help you and your colleagues understand the relationship you have with the client.
(this can include Supplier type records if required). Status Descriptions are managed by your organisations system administrator to support your business.Choose a Source if applicable.
Leave Location blank for now (This will be populated automatically later).
File As is automatically populated.
Enter Flag Text if you need to highlight an important note (for example 'Do not contact after 4pm'.
Tick Public Sector or Outside of IR35 if applicable.
Select one or more Sectors to indicate where the client should be visible.
Click the Save button (
) then go to the Phones tab.
Add Contact Details
On the Phones tab click the ✚ icon.
Select a Type, then enter the phone number, email address, or website.
Click Save and New to add more, or click Save to finish.
Add an Address
Click the Address tab, then click the ✚ icon.
Select an Address Type:
Billing Address
Home Address
Local Address
Office Address
Permanent Home Address
Site Address
Enter the Postcode, and click Lookup.
If the address is found, complete the additional fields as needed, then click Save or Save and New.
The first address will populate the client location.
Add Attributes
Click the Attributes tab. If it is not visible, click More, then select Attributes.
Click the ✚ icon to open the attribute selector.
Choose a folder to display its attributes.
Select attributes by double-clicking them or by highlighting them and clicking the right arrow.
Add Grades, Dates, or Notes if required, then click Save.
Save and Review the Client Record
Click Save to create the client record.
Review the automatically updated Primary Phone and Primary Email. Select different primary details if required.
Check Location which is set based on the address you added.
Go to the Notes tab (or click More to add it) and click Edit to add timestamped notes.
Click Save when finished.
Manage Client Ownership
Open the Consultants tab. If not visible, click More and add Consultants.
Click the ✚ icon on the Users section to add a Primary Consultant.
Select the name from the list and choose the correct User Relationship.
Fill in the Commission Percentage (if more than one consultant).
To assign additional consultants, click the Save and New button else click Save.
Select a Consultant, choose Secondary Consultant (or another relationship type your system uses), then click Save.
📌 Note: Only one Primary Consultant can be assigned to a client.
💡 Best Practices
Complete mandatory fields early to prevent save errors.
Add attributes to improve search accuracy and filtering.
Use meaningful flag text for operational clarity.
Confirm ownership assignments to ensure accurate client visibility.
Review all client tabs to identify any additional updates required by your organisation.
🤔 FAQs
Q1: Why is the Location field initially blank?
Answer: Location is automatically populated after you add an address to the client record.
Q2: Can a client have multiple consultants assigned?
Answer: Yes, multiple consultants can be assigned, but only one can be the primary consultant.
Q3: Do attributes need grades or dates?
Answer: Grades and dates are optional but useful when tracking certifications, licences, or expiring attributes.