Client list

Your client list displays all of your clients and gives you the ability to view, manage, and make changes to your different accounts.

On this page:

Default client list

How to add a new client

How to filter the client list

How to sort the client list

Client slide-out menu

Actions button

FAQ

Default client list

Your client list displays all of your client accounts. The client you've, or somebody on your team, has recently created something for will appear at the very top of your client list. Depending on your permissions, the client list will show your clients (if you're the client rep) or every client your company works with.

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How to add a new client

To add a new client:

  1. Click on the Sales tab > Client tab > Client List
  2. Click the New Client button in the top right corner of your screen
  3. Type the client's name
  4. Select their Industry from the drop-down menu
  5. Click Create

You will be redirected to their client page to complete their client details, contact information, and address list.

If you enter a client already existing on your account, commonsku will inform you the client already exists, rather than create a duplicate.

To reactivate a deleted client:

  1. Click the Sales tab > Clients tab > Client List
  2. Click New Client
  3. Enter the client name into the "Client Name" field with the exact same spelling as the original account
  4. Select an industry from the drop-down menu below the client's name; the industry does not need to match what was originally in the account
  5. Click Create

That will restore the account and its client and order history.

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How to filter the client list

You can filter your client list based on their:

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How to sort the client list

You can sort the client list by clicking on the title of a column:

  • Client - sorts alphabetically by client name.
  • Rep - sorts alphabetically by the client rep's first name.
  • Sales Target - sorts by the sales target value.
  • you cannot sort the Primary Contact column.

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Client slide-out menu

A slide-out menu appears as soon as you click on any one of your clients. The menu displays the last activity (most recently created form) for the client as well as all of your client's:

  • Contacts - shows all contacts listed on the client's page. You can filter the list by the different departments. You can add a contact by clicking ActionsNew Contact.
  • Addresses - shows all of the client's listed addresses. You can add a new address by clicking Actions > New Address.
  • Projects - displays everything you have created for your client. You can filter the list by a project's name or #, the different form types (opportunity, presentation, estimate, sales order, and invoice), the form's creation date, and any deleted forms.
  • Details - shows all of the client's default information, including their annual sales target, primary contact, status, and tags.
  • Files - shows all files that have been uploaded or added to the client's page. You can upload files directly through the slide-out menu by clicking Upload Files. To edit/delete a file, hover over the file and select to Edit or Delete.

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    Actions Button

    The Actions Button allows you to

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    FAQ

    What happens if I create a duplicate client account?

    Client profiles are created based on the spelling of the client's (company) name. commonsku will not create multiple accounts with the same client names; instead, the system will inform you the client already exists. The only way to create a duplicate is to spell the names differently.  

    If you've accidentally created a duplicate account:

    Can I merge duplicate clients?

    It is not possible to merge two client accounts. The best practice is to rename one of the client accounts, so nobody uses it on a future project:

    To rename a client:

    1. On their client page, click on the Profile tab
    2. Click Edit next to "Client Details"
    3. Enter a new name in the "Client Name" field (Example: "Sunny Corner Industries - Do not use!")
    4. Click Save

    The two profiles are available to reference order history, but changing the spelling ensures sales reps do not use the wrong account moving forward.

    How do I delete a client?

    To delete a client:

    1. On the client page, click Actions
    2. Select Delete Client
    3. Click Yes on the "Are you sure you want to delete this account" popup

    What if I accidentally delete a client?

    To restore a client:

    1. Click the Sales tab > Clients tab > Client List
    2. Click New Client
    3. Enter the client name into the "Client Name" field with the exact same spelling as the original account
    4. Select an industry from the drop-down menu below the client's name; the industry does not need to match what was originally in the account
    5. Click Create

    That will restore the account and all of its previous client and order history.

    Why can't I delete a client?

    If you do not see the option to delete the client, you do not have permission to "Create/Modify Account." If you need to delete a client but do not have the permissions to do so, you can contact your Admin to either give you the permission to "Create/Modify Account" or delete the client for you.

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