🛠️
Digital HR - User Manual
  • Welcome to DigitalHR!
  • Navigating the dashboard
  • Getting Started
    • Complete your company profile
    • Language + RTL (NEW FEATURE)
    • Dark Mode/Light Mode (NEW FEATURE)
    • Create/Update Branches
    • Create/Update Departments
    • Create/Update Posts
    • Create/Edit Shifts (NEW FEATURE)
      • Setting Up Check-In and Check-Out Rules
  • Settings
    • Roles and Permission
    • General Settings (NEW SETTINGS)
    • App Settings
    • Notification Log
    • Payment Currency Setting
    • Feature Control
  • Attendance Methods
    • Adding Router MAC ID
    • Creating QR Codes
    • Adding NFC ID
  • Employee Management
    • Add Employees
    • Edit/Delete Employees
    • Change Password
    • Force Logout
    • Logout Requests
  • Leave Management
    • Create Leave Types
    • Managing Leave Requests
    • Time Leave
    • Leave Quota
    • Leave Hierarchy
      • Create Leave Hierarchy
  • Attendance Records
    • Daily Attendance View
    • Monthly Attendance Record
    • Adding Missing Attendance Records:
    • Location Check
    • Export day wise csv report or Month Wise Individual Report
  • Project Management
    • Client Management
    • Creating Projects
    • Task Management
    • Summary
  • Payroll
    • Adding Salary
    • Salary Increment
    • Edit Salary
    • Salary Revision History
    • Payroll Settings
      • Salary components
      • Salary Group
      • Salary TDS
      • Overtime
      • Undertime
      • Payment Method
      • Advance Salary
    • Generate Payroll
    • Payroll (Salary Slip) Options
      • View Payslips
      • Edit Payslip
      • Mark Payslips as Paid
      • Payslip Sample
    • TADA
  • Notice
  • Team Meetings
  • Events
  • Training Management
  • HR Admin Setup
    • Awards
      • Award Types
      • Awards
    • Termination
    • Resignation
    • Warning
    • Complaint
    • Promotion
    • Transfer
    • Holidays
      • Adding Holidays
      • Edit/Delete Holidays
  • Asset Management
  • Award Management
    • Awards Type
    • Assign/Create Awards
    • Display No of awards in mobile application
  • Content Management
  • Support
Powered by GitBook
On this page
  1. Project Management

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

  1. Navigate to Clients Menu

  2. 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).

  3. Save Client Information:

    • Click on the "Create Client" button to save the details.

  4. 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.

PreviousProject ManagementNextCreating Projects

Last updated 11 months ago