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How do I create and manage a Client?

Client Dashboard is your central location for managing all Client details which includes Adding, Editing, Deleting, Activating and Inactivating a Client to manage and update Client details at any given point as required.

Key Functions  

  • Navigation and ability to view all Client details  

  • Ability to Add a Client  

  • Ability to Edit, Delete, Activate and Inactivate a Client  

Video

User Flow  

Navigation and ability to view all Client details 

  1. On the left menu bar, an icon will be available to navigate to "Client Dashboard"

  2. When the user lands on Client Dashboard, Title of the screen "Client Dashboard" will be visible, followed by a grid to display the list of all existing Clients and an "Add New Client" button and an Export button. 

  3. All the existing/pre-created Clients will be displayed with their respective Client Name, Operating name and all Engagements associated with that specific Client on screen. Additionally, there will be an "Add new Client" button visible.
  4. By default, All Clients (both active and inactive) clients will be displayed on screen and user will have the ability to switch between Toggles: All, Active and Inactive Clients
  5. There will be a global search option available, where the user can search any field details on the Client dashboard.
  6. Clicking on the "Export" button will download Client details.
  7. When the user clicks on a specific Client, it will take the user to a new screen and display all details associated with a client including: Client Profile, Client contacts, Client Address, and all associated Engagements. Users can view, edit any field, and navigate to any associated engagement from this screen.

Ability to Add a Client 

  1. The user can click on "Add new Client", and a 3-step process is displayed to the user.

Step 1 "Client": Setting up Client profile includes filling in the following fields: Parent Name, Client Name, Operating name, Legal Name, EIN/BN, Primary email, Website, Industry, NAICS code, Type of Business, Nature of Business. Once these fields are filled in, user can either click "Next" to go to Step 2 or click "Add Client" to defer step 2 and 3 or click "Cancel" to discard changes. 

Step 2 "Client Contact": This step includes the following fields: First name, Last name, Email, Phone number, Fax number, Employee position, Designation. The user has the ability to Add more Client contacts, enter details, and remove button to get rid of additional details added. Once done, user can either click "Cancel" to discard changes, click "Back" to go back to step 1, click "Next" to go to Step 3, or click "Add Client" to save and defer step 3. 

Step 3 "Client Address": This step includes the following fields: Location, Unit Number, Street 1, Street 2, City, Province, Country, Postal code, Phone number and Fax number. The user has the ability to Add more Address, enter details, and remove button to get rid of additional details added. Once done, the user has the ability to click "Add Client" to save all changes done so far or click "Back" to go back and edit changes or click "Cancel" to discard all changes. 

Once all these details are keyed in and saved, it will be displayed on the Client dashboard.

 

Ability to Edit, Delete, Activate, and Inactivate a Client 

  1. In the list of Clients displayed in the grid, Edit icon, Delete icon, Active/In-active icon will be available on each row.
  2. When the user clicks Edit icon, the "Edit Client" screen with all pre-populated fields show up including Client Profile, Client contacts, Client Address, and all associated Engagements, allowing the user to edit all the fields except engagements and then click save.

3. The user also has an option to "Delete" a Client. When the user clicks on Delete icon, there will be a warning pop-up carrying the following message "Are you sure about deleting this Client?" When the user clicks "Yes", the client will be deleted. Alternatively, the user will select "Cancel" in the warning pop-up. When there are Engagements tagged to a Client, deletion of Client will not be possible. in-order to be able to delete a Client, all the tagged engagements will also have to be deleted.

4. User will also have the ability to activate or deactivate any client, available in an ellipses menu next to each client.