You can create Clients inside the iOS app with these steps:
Once logged into your account, tap on More at the bottom
Then tap on Clients
Next, tap on the + symbol (top right corner)
Choose between Create Manually or Import From Your Phone
For Create Manually, type 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 as needed
When you're done, tap on Save at the top right corner to finish adding the Client
For Import From Your Phone, select the Client(s) you want to import from your Contacts
Then tap on the Import [X] Clients button
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 the Client's name in the list to review the details imported for that specific Client.
Note: Internal Notes is private and only visible to you and your team if you want to keep track of client details.
Manage Clients
In the Clients section, you can see 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
Tap on any Client, then tap on Edit to do any of the below: