How to use the global client management tool

With the new Global Client management tool you can keep all of your client details in one place. This includes adding their address and contact details, for quoting purposes and the possibility to edit and delete any existing details.

Find out in this article how to use this. Firstly, open the side menu, then click on the Accounts and pricing section, then select Global management from the options.

Here you will find a complete list of all the clients within the platform. You can use the filters at the top to search for a specific customer by Company, Code, or by the Name of contact. Enter any of the information then click on Search to see results. 

To start adding a new client, click on Create new client record. 

This will open fields to add information about the client, such as their name and quotation information. Add the name and code if the client has one associated to their account. This code is mandatory for the global client management tool if you have client selling rates, or if you want to upload your own local charges for a specific customer.

You can also add other information, such as the Quote language, Payment terms and add an address for the associated contact. To add an address for the contact, click on Add address. 

A side menu pop-up will appear where you can add the address details for the customer.

Add the Label of your company, such as what its function is, the Code if you want to connect it to a TMS and the address details. Once you’ve entered the address information, click on Add located at the bottom right-hand side of the screen.

The contact information will now appear under the Addresses section.

You can edit or delete the address associated with the client at any point. Click on the pencil symbol to edit the address details, or click on the dustbin symbol to complete delete the address. 

Make sure to click Save whenever you make any changes to your client information. 

Next click on the Contacts tab to add individual contact information for this client.

Add their name, job title and choose the address.

The addresses available will be those that were previously added within the Client details section if you have added any. Finally, add their phone number and email address, then click Add. The contact information will now be added to your list of contacts. 

Bear in mind that if you have no previous contacts added, the first contacted will be default be set as the Default contact. You can change this when adding another contact. 

If you want to add or edit any client details or contact information, simply click on the pencil symbol to edit, or the rubbish can symbol to delete.

You can download all client records by clicking on the Download all records button. The file will be downloaded to your browser.

Finally, you can upload client records in bulk by clicking on the Upload records button.

A pop-up will appear where you can attach a file. You'll need to follow the format of the file to make sure the client record upload correctly. To do this, make sure to click Download our template and fill in the sections. Once you've done this, save it and then come back to the tool and click Upload. 

There are two options when uploading the file: Update and add or Overwrite all. 

Clicking on Update and add will update any existing clients and will add new ones. Overwrite all will remove all previous records and add those in the file in their place. Please be aware, if you click on Overwrite all this cannot be undone.

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