Getting Started:
Navigate to "Settings" and select "Clients."
View your client list or import clients via CSV.
Click on a client to view and edit their profile.
Manage client notifications and link clients to projects as needed.
By using Structur's Client Management features, you can maintain strong client relationships and improve your overall project management efficiency.
Structur's Client Management features help you keep all your client information organized and accessible in one place. This allows you to easily manage client details, control communication, and link clients to your projects.
Key Features:
Client Lists:
View your clients in either a list or grid format for easy browsing.
Import Clients via CSV:
Quickly add multiple clients by importing data from a CSV file.
Edit Client Profiles:
Keep client information up-to-date by editing details like names, email addresses, and phone numbers.
Manage Other Contacts:
Add additional contacts associated with a client (e.g., a secondary contact person).
Control Client Notifications:
Choose which notifications are sent to clients and other contacts, such as:
Daily logs
Proposals
Other job-related updates
Link Clients to Projects:
Easily associate clients with specific leads or projects.
Add new clients directly from the lead or project interface for a streamlined workflow.
Why Use Structur's Client Management?
Centralize Client Information: Keep all your client data in one organized location.
Streamline Communication: Control which updates are sent to clients and other contacts.
Improve Efficiency: Quickly access client information and link clients to relevant projects.