Client actions

Everything you do to a client — rather than to their work — happens from the three controls on the right of the record header.

Clients → the selected client → header

Editing a client

Edit Client reopens the client’s details as a form with everything already filled in — the same fields you saw when adding them. Change what you need and press Update.

Nothing is off limits, and two changes are worth thinking about before you make them:

• Changing the address re-resolves the map pin your fieldworkers navigate to.
• Changing the payment terms affects the due date on invoices raised from now on.

Active and inactive

The Status radio pair sits at the bottom of the same Edit Client form, and it moves the client between Active and Inactive in both directions.

An inactive client is not deleted. They drop out of the list, out of the pickers you choose a client from, and out of the way — but their record, their history and their money are all still there. Tick Show Inactive Clients above the list to bring them back into view.

That is what you want for a customer you have stopped trading with. It keeps three years of jobs and invoices intact and stops anyone booking new work against them by accident.

Note

Reach for inactive before you reach for the bin. Deleting is for clients added in error; inactive is for clients you are simply done with.

Deleting a client

The bin in the record header removes the client, asking first with Yes, delete it and No, keep it.

Caution

The bin is disabled on any client that has work against it. Jobs, tasks and quotes all block it, and they have to be deleted before the client can be.

That is usually a sign you want inactive instead — the block exists because deleting a client with history would strand every record that points at them.

The two views

The button in the top-left of the client list switches how the list is drawn. It is labelled with the view you are going to, so Table View takes you to the table and Simple View brings you back.

Simple View is the default and the one you read clients in: the list down the left, the selected client’s whole record open beside it.

Table View drops the record panel and gives you the list on its own, one client per row. It carries its own search — by name, mobile number or company name — and a filter dropdown beside it.

In the table, the client’s name is a link straight into their record, and each row has its own edit and delete icons, so you can work through a list of clients without opening each one.

Use the table when you are comparing or tidying clients, and Simple View when you are answering a question about one of them.