Clients

You can add, manage and edit your clients within the Clients tab. Clients are organized alphabetically, with general company/client information in the left column and contact person information in the right column.

To add a new client, select “New Client” from the sidebar of any page. Fill in the required fields and click “Add Company.”

1. Companies require at least one contact person – this is who will receive your emailed invoices.
2. Any website you enter will automatically be converted to a link in the Manage Clients section.

Note that the import/export of client records is currently undergoing a major overhaul, and is therefore hidden from view. An improved import/export utility will soon be launched and will include support for vCards and popular contact managers.

If you have several clients, it may be more efficient to use our import feature. You'll need to create a tab delimited text file with one client record in each row and the column fields in the following order: Company Name, Address1, Address2, City, State, Zip Code, Country, Web Address, Office Phone, Fax, First Name, Last Name, Email, Office Phone, Mobile Phone. (From Clients | Import/Export, you can download the sample file to see how to arrange your data.) This sort of table can be created as an Excel spreadsheet, for example, and then saved as a tab delimited (.txt) file. For more information, see this tutorial: http://desktoppub.about.com/od/textacquisition/ss/tabdelimitedss.htm

1. Make sure to verify all client information after importing.
2. Email address, first name, last name and company name are mandatory fields.
3. Clients are tracked by email address. If you have multiple clients with duplicate email addresses within the file, the system will automatically recognize only one client record.
4. Likewise, if more than one client already exists in your account with the same email address, the client record in the import file will be ignored.