How to Manage Clients
The Clients page is your central hub for managing all client relationships. You can search, filter, sort, edit, and bulk-manage your client records.
Viewing the Client List
Navigate to Clients from the sidebar. You'll see page stats showing total clients, clients with companies, and clients with emails. The list supports both card view and table view — toggle between them using the view buttons.
Searching and Filtering
Use the search bar at the top to find clients by name, email, company, or other details. The search is instant and covers all client fields.
Client Detail Page
Click on any client to view their full profile. The detail page shows:
- Contact Information — Name, email, phone, company, address.
- Linked Records — All projects, invoices, proposals, contracts, expenses, and tasks associated with this client.
- Portal Status — Whether the client has portal access and their portal token status.
- Health Score — An automated health metric based on activity, invoicing, and engagement.
- Activity Timeline — Recent actions related to this client.
- Custom Fields — Any custom data you've defined for clients.
Editing a Client
From the client detail page, click "Edit" to update their information. Make your changes and click "Save".
Deleting a Client
Click "Delete" on the client detail or edit page. Clients are soft-deleted — they're removed from the active list but can be recovered if needed.
Bulk Actions
Select multiple clients using the checkboxes, then use the bulk actions toolbar to delete multiple clients at once.
Duplicate Detection and Merging
retaincoda can detect potentially duplicate clients. Click "Find Duplicates" on the clients page to scan for duplicates. If found, you can merge them to combine records and clean up your data.
Health Score Recalculation
Click "Recalculate Health" to refresh client health scores based on the latest data (invoicing history, project activity, communication frequency).
Use the client filter on other pages (invoices, proposals, expenses, etc.) by appending ?client=CLIENT_GUID to the URL. This filters any list to show only records for that specific client.