Clients and contacts

Where to click

Use these menu paths first, then complete the action from the screen you open.

Exact steps

1. Go to Sidebar > Customers > Client Database.
2. Use the main page action to create a new customer record when you need a new client in the system.
3. Open an existing customer when you need to manage its details, linked contacts, statements or related actions.
4. Inside the customer record, open the Contacts tab or section to add, edit or manage contact persons.
5. Save the record, then continue into any linked CRM, sales, real estate or portal workflow from the saved customer profile.

What this feature does

• The Clients controller supports the main customer list, customer form, contacts, attachments, statements and bulk exports.
• Contacts can be created from the customer record using the form_contact action.
• Customer status and contact status can be changed independently.
• The audited customer flow includes attachments, groups, vault entries, admin assignment and statement PDF / send statement actions.
• The Real Estate module reuses the core customer area for Client Database and extends it with Tenants and Landlords.

What to do next

• If the customer is a property contact, also review the Tenants and Landlords article in the Real Estate category.
• For early-stage opportunities that are not customers yet, move next to the Leads guide.

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