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 (top right corner)
   
   
4. Choose between Create Manually or Import From Your Phone
   
   
   
   
   1. 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
      
      
      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 the Client's name in the list to review the details imported for that specific Client.

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

• Update Client Profile information
• Archive the Client
• Delete the Client