Hilfezentrum

Managing Clients

Your clients are the heart of CMA. This guide covers adding and organising the people you work for - their contact details, the different places you work, and how to find any record fast.

Adding a new client

1 Open Clients from the main menu and select Create.
2 Enter the client's name. This is the only required field - everything else can be added now or filled in later.
3 Optionally add a salutation, company name, a main email and phone number, and any notes you want to keep against the record.
4 Leave the Active toggle on for a current client, or switch it off to file them as a past client without deleting them.
5 Select Save. The new client appears in your list straight away.

Adding contacts, emails, and phone numbers

1 In the client form, select Add contact to record a named person - for example a site manager, a partner, or an accounts contact.
2 Enter their first name (required), plus an optional last name and salutation.
3 Use Add email and Add phone to record as many addresses and numbers as you need, and give each one a label such as work or mobile.
4 Mark one email and one phone as primary - that is the one CMA uses by default when you message or quote the client.
5 Add further contacts the same way, remove any you no longer need, then Save.

Adding multiple addresses

1 In the client form, select Add address.
2 Fill in the first line, town or city, and postcode (these are required), plus an optional second line, county and country.
3 Give the address a label such as Site or Billing so you can tell several apart at a glance.
4 Mark the address the client mainly uses as primary.
5 Add as many addresses as you need for clients with more than one property, then Save.

Searching clients by email, phone, or postcode

1 Open the Clients list and start typing in the search box at the top.
2 Search matches the client's name, company, email and phone - and also any contact's email or phone, and any saved address postcode.
3 So you can find a client by a job-site postcode or a single mobile number, not just by their main name.
4 Results filter as you type. Clear the box to see everyone again.
5 Select a column heading to sort the list, and select it again to reverse the order.

Editing and deleting clients

1 To edit a client, find them in the list and select Edit. The form opens with their current details, contacts and addresses ready to change.
2 Make your changes and Save - updates apply immediately.
3 To remove a client, select Delete and confirm in the prompt that appears.
4 Deleting a client also removes their contacts, email addresses, phone numbers and saved addresses, so use it only for records you genuinely no longer need.

Want the bigger picture? See the full feature overview .

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