Add a client
- Open Clients and click Add client.
- Type the name. In Brazil, a 14-digit CNPJ in Tax ID makes gridOS offer the legal name and address (and the name, if it's empty).
- Add the work contact and, if someone else pays, the Finance contact: reminders and invoices go to them.
- Under Billing, choose the payment terms and the Document language (automatic follows the client's country).
Everything about a client
Click a client to open their panel. The tabs bring together their projects, payments, proposals, Statement (what they owe, with a PDF to send), meetings, notes, chat, files, Portal and questionnaires.
Click the logo in the panel to add the client's logo. It also becomes the icon of their projects.
Archive or merge
- ⋯ › Archive client takes a client you no longer work with out of the lists, without deleting anything.
- ⋯ › Merge with another client… joins two records of the same client. The extra one goes to the trash.
A lead becomes a client when you win it. See Pipeline: leads, stages and follow-ups.