Client Management
Before creating any projects, it is advisable to first build your client database. While you do have the option to add new clients during the project creation process, having all your clients pre-entered is a more efficient and organized approach.
Client management in Digital HR allows you to keep detailed records of your clients, ensuring all necessary information is organized and easily accessible. Here's how to manage clients effectively:
Step-by-Step Guide to Client Management
Navigate to Clients Menu
Add New Client:
Click on "Add Client".
Provide the following details:
Client Name: Enter the name of the client.
Client Email: Provide a contact email for the client.
Country: Select the client’s country.
Client Image: Upload an image for the client, if desired (optional).
Description: Add any relevant notes or descriptions about the client (optional).
Save Client Information:
Click on the "Create Client" button to save the details.
Client Listing:
View all clients in a list format. This list allows you to quickly access client details, edit their information, or delete clients if necessary.
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