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Clients

The main dashboard screen provides an overview of your clients. This section explains the features and functionalities available in the Clients Overview.

Layout Options​

You can customize the view of your clients by switching between two layout options:

  1. Grid Layout
  2. List Layout

Choose the layout that best suits your preferences and workflow.

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Search Functionality​

tip

Use the search feature to quickly locate specific clients or projects.

The search bar allows you to easily find your designs by searching for:

  • Clients (first name, last name, date of birth, client number)
  • Project titles

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Client Management​

You can manage your clients through the following actions:

  1. Adding new clients
  2. Editing existing client information
  3. Deleting clients

Client Stages​

Clients are assigned different stages based on the production status of their designs:

  • Active: When a new design is created for a client
  • Archived: When designs are produced and no active action is required from the designer
note

The client stage automatically updates as the production status changes.

Client View Settings​

Customizing Client Information

You can adjust the amount of client information displayed by changing the "Client view" setting in the Settings.

To modify the client view:

  1. Navigate to the settings
  2. Locate the "Client view" option in the "Basic" tab
  3. Choose between:
    • Compact: Displays basic information (Name, Date of Birth, Client number, and Notes)
    • Extensive: Allows you to enter more detailed client information

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warning

Switching between view modes may affect the visibility of certain client details.

Add client​

Edit client​

Delete client​