Client Management

Your clients are the foundation of your business. Frictionless makes it easy to manage client relationships, track interactions, and maintain accurate billing information.

👥 Overview

The client management system in Frictionless provides:

• Centralized client database with complete contact and billing information
• Client profiles with transaction history and relationship tracking
• Organization-based isolation ensuring data security between organizations
• Billing information management for accurate invoicing

➕ Adding New Clients

Step 1: Access Client Management

1. Navigate to the Clients section in your dashboard
2. Click the "Add Client" or button
3. You'll be taken to the client creation form

Step 2: Basic Information

Fill in the essential client details:

• Name - Client's full name or company name (required)
• Email - Primary contact email address (required)
• Title - Job title or position (optional)
• Company - Company name if different from contact name (optional)
• Phone - Contact phone number (optional)
• Address - Physical address (optional)

Step 3: Billing Information

Configure billing details for invoicing:

• Billing Name - Name for billing purposes (auto-filled from client name)
• Billing Email - Email for invoice delivery (auto-filled from client email)
• Billing Address - Complete billing address for invoices
• Billing Phone - Phone number for billing inquiries
• Tax ID - Client's tax identification number (if applicable)

Step 4: Save Client

• Click "Save Client" to create the client record
• The client will be added to your client database
• You can now create invoices for this client

📋 Managing Client Information

Viewing Client Details

1. Click on any client from your client list
2. View the complete client profile including:
   • Contact information
   • Billing details
   • Invoice history
   • Payment status

Editing Client Information

1. Navigate to the client's profile page
2. Click the "Edit" button
3. Modify any fields as needed
4. Click "Save Changes" to update the client record

Client Profile Features

• Contact Information - All primary contact details
• Billing Information - Complete billing address and tax details
• Invoice History - List of all invoices for this client

🔍 Finding and Organizing Clients

Client List View

The client list provides several ways to manage your clients:

• Search - Find clients by name, email, or company
• Sort - Sort by name, company, or recent activity
• Filter - Filter by payment status or invoice activity

🔒 Data Security and Privacy

Organization Isolation

• Multi-tenant architecture ensures client data is isolated between organizations
• Role-based access controls who can view and edit client information
• Secure data storage with industry-standard encryption

Data Protection

• Client information is stored securely and encrypted
• Access logs track who views or modifies client data
• Backup systems ensure data is never lost

🚀 Best Practices

Client Information Management

• Keep contact information current - Update phone numbers, emails, and addresses regularly
• Use consistent naming - Establish a standard format for client names
• Add billing details - Ensure complete billing information for accurate invoicing
• Document relationships - Add notes about client preferences and history

Organization Tips

• Use company names when applicable for better organization
• Add job titles to help identify key contacts
• Include tax IDs for business clients to ensure proper invoicing
• Regular updates - Review and update client information quarterly

🔄 Client Data Management

Updating Client Information

• Regular reviews - Schedule monthly reviews of client information
• Bulk updates - Update multiple clients when business information changes
• Data validation - Ensure email addresses and phone numbers are valid

Client Relationships

• Service history - Keep records of services provided and client feedback

🆘 Troubleshooting

Common Issues

Client not appearing in list

• Check if the client was created in the correct organization
• Verify search filters are not hiding the client
• Ensure you have proper access permissions

Cannot edit client information

• Verify you have edit permissions for the organization
• Check if the client has active invoices that might be locked
• Contact support if issues persist

Duplicate client records

• Use the search function to find existing clients before creating new ones
• Merge duplicate records if they exist
• Establish naming conventions to prevent duplicates

📚 Next Steps

Now that you understand client management, explore these related topics:

• Invoicing - Create and manage invoices for your clients
• Organization Settings - Configure your business profile and team access

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Ready to manage your clients efficiently? Start by adding your first client and building your client database in Frictionless!