Create, Edit & Delete Client Accounts

CRM for Business enables seamless client/customer management. Create new client accounts, each with its access to a dedicated client dashboard.

Create A Client Account

Create a client account in CRM for Business by selecting the Quick Add icon or action_column.

Create A Client Account
  1. Required/Mandatory information
    • Company name

-If your client does not have a Company, you can use their name as a “company” name.

    • First name
    • Last name
    • Email address
  1. Optional information
    • Billing address
    • Shipping address
    • Other Details

-Tags – Tags can be used for a variety of reasons, such as identifying unique aspects of your clients.

Editing A Client Account

To edit a client account in CRM for Business, select the Edit Client Icon, as depicted in the image below:

Editing A Client Account

Deleting A Client Account

To edit a client account in CRM for Business, choose the Delete Client Icon, as illustrated in the image below:

Deleting A Client Account

When you delete a client, all the items/resources linked to that client will also be deleted. The list below highlights some of the items that will be deleted.


  • Projects
  • Client Users
  • Invoices
  • Tasks
  • Files
  • Payments
  • etc etc

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