How do I manage clients on iOS?

• Create Clients
• Manage Clients

Create Clients

1. Once logged into your account, tap on More at the bottom
2. Then tap on Clients
   
   
3. Next, tap on the + symbol in the top right corner
   
   
4. Choose between Create Manually or Import From Your Phone
   
   
   
   
   1. For Create Manually, enter in the client's First Name and Last Name, and if needed, add the Company or tap on Add Address, Add Email, Add Phone Number or Add Internal Notes for more details
      
      
      1. When you're done, tap on Save at the top right corner to finish adding the client
   2. For Import From Your Phone, select the client(s) you want to import from your contacts
      
      
      
      
      1. Then tap on the Import [X] Clients button
      2. If only one client is imported, review the imported information and then tap on Save to finish. Otherwise if multiple clients are imported, tap on any client's name in the list to review the details imported for that specific client.

Manage Clients

In the Clients section, you can view your list of clients. To sort them, tap on the Showing bar above the list of clients and select either:

• Company Name
• Primary Contact (First Name)
• Total OutstandingClient
• Filter By:
  • Active
  • Archived
  • Deleted

1. Tap on the Clients section
2. Then tap on the client you want to edit
3. Tap on the Edit button at the top
4. Make your changes and tap on Save to finish.

1. Tap on the Clients section
2. Then tap on the client you want to delete
3. Tap on the Edit button at the top
4. Scroll down to the bottom and tap on Archive or Delete.