Clients

The Clients module allows you to manage your company's entire client base, keeping information organized and accessible.

Features

Client Registration

Record complete information about your clients:

• Basic data (name, email, phone)

• Full address

• Documents (Tax ID / Business Registration)

• Custom additional information

Linking with Cards

Clients can be linked to Kanban cards, enabling:

• Tracking all interactions for a client

• Complete interaction history

• Quick access to client data during service

Search and Filters

Find clients quickly using:

• Search by name, email, or phone

• Advanced field filters

• Sorting by different criteria

Permissions

Access to client data can be controlled through permissions:

• View clients

• Edit records

• Delete records

• Export data