Client

The Client page lists all the Client related to the Client companies registered with the company.

· User can “Search” for a client from the list by entering their name or company name.

· User can manage columns using the “Settings” icon and select the columns to be displayed. Once selected, the settings will be automatically saved for current and future sessions.

· To select the list of clients based on their status, click “Select Status” and select the status; Active, Deleted.

· Select “Edit” under "⋮" to edit the particular client’s details.

· Click “Delete” to remove the client from the list and the system.

To add a new Client to the system,

• Click + Add Client under Client.

· Fill up the mandatory field and relevant details.

· Click “Add” to save the Client company to the list.