Clients

The "Clients" panel allows you to create clients, as a client can serve individuals or legal entities. 

To open the "Clients" panel, select "Clients" from the drop-down list in the top panel. 

The client table consists of the following fields:

• Name. Client name.
• Actions.
  • - open the client properties dialog.
  • - add a copy of the client.
  • - delete the client.

There is the possibility of filtering by client's name. You can export the list of clients by clicking on the "Export" button. 

To create a client, click the "Add" button in the toolbar. The client properties dialog box opens. 

The client properties dialog can consist of several tabs:

• General.
• Custom fields.

The "General" tab consists of the following fields:

• Name. Client name.
• Description. Description of the client, optional field.

The "Custom fields" tab displays custom fields of the client and consists of a table with the following fields:

• Name. The name of an custom field.
• Value. The value of an custom field.
• - Change record icon. When you click on this icon, you can change the values in the columns of the record.
•  - Delete record icon. When you click on this icon, an custom field will be deleted.

To add an custom field, click the "Add record" button.